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 ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $58 |
Employer contribution per participant 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 | $75,788 | $94,833-20.1% | $75,696+0.1% | $86,799-12.7% |
| Participation rate | 94.5% | 79.1%+15.4pp | 74.8%+19.6pp | 72.3%+22.2pp |
| Annual return | 26.83% | 16.91%+9.9pp | 104.53%-77.7pp | 97.91%-71.1pp |
| Employer contribution / active EE | $746 | $2,904-74.3% | $2,743-72.8% | $2,405-69.0% |
| Participant deferral / active EE | $4,343 | $3,632+19.6% | $3,821+13.7% | $4,131+5.1% |
| Admin fee / account holder | $0 | $109-99.9% | $3,619-100.0% | $170-100.0% |