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 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $0 |
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 | $77,004 | $91,762-16.1% | $67,502+14.1% | $77,643-0.8% |
| Participation rate | 97.0% | 75.9%+21.1pp | 72.9%+24.2pp | 70.6%+26.5pp |
| Annual return | 14.42% | 14.87%-0.5pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,407 | $3,181-24.3% | $2,731-11.9% | $2,726-11.7% |
| Participant deferral / active EE | $4,110 | $3,903+5.3% | $4,000+2.7% | $4,647-11.6% |
| Admin fee / account holder | $1 | $176-99.2% | $3,998-100.0% | $430-99.7% |