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 |
|---|---|---|
TIAA9+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $11,123 |
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 | $84,624 | $46,553+81.8% | $64,056+32.1% | $75,163+12.6% |
| Participation rate | 88.3% | 65.9%+22.4pp | 72.3%+16.0pp | 67.2%+21.1pp |
| Annual return | 14.13% | 26.03%-11.9pp | 33.69%-19.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,138 | $1,974+8.3% | $2,747-22.2% | $2,670-19.9% |
| Participant deferral / active EE | $3,663 | $2,837+29.1% | $3,880-5.6% | $4,125-11.2% |
| Admin fee / account holder | $72 | $2,952-97.6% | $3,068-97.6% | $5,651-98.7% |