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 |
|---|---|---|
TIAA6+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $8,014 |
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 | $83,464 | $65,322+27.8% | $70,449+18.5% | $73,488+13.6% |
| Participation rate | 55.0% | 77.0%-21.9pp | 75.1%-20.0pp | 70.7%-15.6pp |
| Annual return | 11.16% | 15.71%-4.6pp | 109.03%-97.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,669 | $2,460-32.2% | $2,737-39.0% | $2,270-26.5% |
| Participant deferral / active EE | $3,068 | $3,375-9.1% | $3,709-17.3% | $3,740-18.0% |
| Admin fee / account holder | $57 | $214-73.3% | $3,845-98.5% | $513-88.8% |