See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $18,028 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,957 | $74,706-55.9% | $75,696-56.5% | $79,386-58.5% |
| Participation rate | 95.2% | 75.3%+19.9pp | 74.8%+20.4pp | 70.7%+24.5pp |
| Annual return | 26.86% | 18.52%+8.3pp | 104.53%-77.7pp | 116.85%-90.0pp |
| Employer contribution / active EE | $2,376 | $2,590-8.2% | $2,743-13.4% | $2,427-2.1% |
| Participant deferral / active EE | $1,760 | $3,533-50.2% | $3,821-53.9% | $4,046-56.5% |
| Admin fee / account holder | $37 | $374-90.1% | $3,619-99.0% | $626-94.1% |