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 |
|---|---|---|
TIAA7+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $10,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,152 | $74,706+20.7% | $75,696+19.1% | $79,386+13.6% |
| Participation rate | 57.7% | 75.3%-17.7pp | 74.8%-17.1pp | 70.7%-13.0pp |
| Annual return | 12.47% | 18.52%-6.0pp | 104.53%-92.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,790 | $2,590-30.9% | $2,743-34.7% | $2,427-26.2% |
| Participant deferral / active EE | $3,387 | $3,533-4.1% | $3,821-11.4% | $4,046-16.3% |
| Admin fee / account holder | $72 | $374-80.9% | $3,619-98.0% | $626-88.6% |