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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $6,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,513 | $57,976+19.9% | $62,995+10.3% | $62,292+11.6% |
| Participation rate | 66.4% | 75.9%-9.6pp | 74.8%-8.4pp | 69.5%-3.1pp |
| Annual return | 13.75% | 17.54%-3.8pp | 87.57%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,664 | $2,415-31.1% | $2,759-39.7% | $2,042-18.5% |
| Participant deferral / active EE | $2,613 | $2,956-11.6% | $3,329-21.5% | $3,169-17.6% |
| Admin fee / account holder | $46 | $276-83.3% | $3,600-98.7% | $479-90.4% |