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 |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,078 | $68,408-20.9% | $57,179-5.4% | $57,658-6.2% |
| Participation rate | 48.0% | 79.1%-31.2pp | 75.3%-27.4pp | 70.2%-22.2pp |
| Annual return | 7.17% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,281 | $2,869-20.5% | $2,682-15.0% | $1,974+15.6% |
| Participant deferral / active EE | $1,290 | $2,903-55.6% | $3,096-58.3% | $3,061-57.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |