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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $2,753 |
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 | $70,032 | $83,884-16.5% | $64,056+9.3% | $74,419-5.9% |
| Participation rate | 95.1% | 76.6%+18.4pp | 72.3%+22.8pp | 70.7%+24.3pp |
| Annual return | 11.31% | 16.57%-5.3pp | 33.69%-22.4pp | 34.38%-23.1pp |
| Employer contribution / active EE | $2,776 | $3,084-10.0% | $2,747+1.1% | $2,637+5.3% |
| Participant deferral / active EE | $4,058 | $3,692+9.9% | $3,880+4.6% | $4,528-10.4% |
| Admin fee / account holder | $3 | $196-98.7% | $3,068-99.9% | $348-99.3% |