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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,237 | $74,552-17.9% | $62,995-2.8% | $69,631-12.1% |
| Participation rate | 49.5% | 78.3%-28.7pp | 74.8%-25.3pp | 70.7%-21.1pp |
| Annual return | 15.26% | 15.77%-0.5pp | 87.57%-72.3pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $2,017 | $2,929-31.1% | $2,759-26.9% | $2,032-0.7% |
| Participant deferral / active EE | $1,156 | $2,974-61.1% | $3,329-65.3% | $3,224-64.1% |
| Admin fee / account holder | $0 | $59-99.6% | $3,600-100.0% | $110-99.8% |