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 |
|---|---|---|
TIAA8+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $10,599 |
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 | $75,500 | $42,894+76.0% | $60,874+24.0% | $68,494+10.2% |
| Participation rate | 87.9% | 66.8%+21.1pp | 73.1%+14.8pp | 67.9%+20.0pp |
| Annual return | -12.53% | -13.98%+1.5pp | 16.90%-29.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,023 | $1,978+2.3% | $2,701-25.1% | $2,596-22.1% |
| Participant deferral / active EE | $4,048 | $2,867+41.2% | $3,817+6.1% | $4,027+0.5% |
| Admin fee / account holder | $67 | $3,101-97.8% | $3,224-97.9% | $5,403-98.8% |