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 INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $5,609 |
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 | $67,357 | $55,002+22.5% | $59,878+12.5% | $56,287+19.7% |
| Participation rate | 64.4% | 75.9%-11.5pp | 74.7%-10.3pp | 69.9%-5.4pp |
| Annual return | -3.55% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,655 | $2,448-32.4% | $2,722-39.2% | $2,111-21.6% |
| Participant deferral / active EE | $2,596 | $3,121-16.8% | $3,402-23.7% | $3,350-22.5% |
| Admin fee / account holder | $40 | $236-83.0% | $3,590-98.9% | $521-92.3% |