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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $125 |
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 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 | $58,356 | $84,948-31.3% | $70,449-17.2% | $73,409-20.5% |
| Participation rate | 96.6% | 79.9%+16.7pp | 75.1%+21.6pp | 72.2%+24.5pp |
| Annual return | 3.79% | 13.39%-9.6pp | 109.03%-105.2pp | 59.29%-55.5pp |
| Employer contribution / active EE | $1,900 | $2,834-33.0% | $2,737-30.6% | $2,234-14.9% |
| Participant deferral / active EE | $3,624 | $3,387+7.0% | $3,709-2.3% | $3,805-4.8% |
| Admin fee / account holder | $122 | $98+24.7% | $3,845-96.8% | $158-22.5% |