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 INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $9,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,650 | $60,795+26.1% | $69,455+10.4% | $65,185+17.6% |
| Participation rate | 58.8% | 74.9%-16.0pp | 74.6%-15.8pp | 70.2%-11.4pp |
| Annual return | 16.06% | 17.46%-1.4pp | 28.97%-12.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $1,645 | $2,452-32.9% | $2,779-40.8% | $2,177-24.4% |
| Participant deferral / active EE | $2,747 | $3,162-13.1% | $3,535-22.3% | $3,514-21.8% |
| Admin fee / account holder | $66 | $314-79.0% | $3,839-98.3% | $847-92.2% |