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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $2,529 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,157 | $48,795+41.7% | $65,493+5.6% | $84,808-18.5% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 13.03% | 20.20%-7.2pp | 982.45%-969.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,917 | $1,930+51.2% | $2,574+13.3% | $2,631+10.9% |
| Participant deferral / active EE | $3,444 | $2,928+17.6% | $3,961-13.0% | $4,212-18.2% |
| Admin fee / account holder | $17 | $3,877-99.6% | $5,028-99.7% | $7,344-99.8% |