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+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $4,169 |
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 | $67,523 | $40,256+67.7% | $57,343+17.8% | $59,632+13.2% |
| Participation rate | 85.1% | 69.2%+15.9pp | 75.1%+10.0pp | 68.7%+16.4pp |
| Annual return | 1.13% | 27.49%-26.4pp | 24.39%-23.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $2,111 | $1,922+9.9% | $2,689-21.5% | $2,203-4.2% |
| Participant deferral / active EE | $3,831 | $2,399+59.7% | $3,162+21.1% | $3,192+20.0% |
| Admin fee / account holder | $38 | $2,818-98.7% | $3,356-98.9% | $4,297-99.1% |