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 & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,093 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,209 | $69,745+108.2% | $67,511+115.1% | $74,546+94.8% |
| Participation rate | 96.4% | 71.3%+25.1pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 10.56% | -40.37%+50.9pp | 3517.41%-3506.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,156 | $2,705-57.3% | $2,733-57.7% | $2,624-55.9% |
| Participant deferral / active EE | $6,558 | $3,636+80.4% | $4,000+63.9% | $4,347+50.8% |
| Admin fee / account holder | $5 | $894-99.4% | $3,999-99.9% | $1,944-99.7% |