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 |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $21,793 |
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 | $92,289 | $48,230+91.3% | $67,502+36.7% | $80,856+14.1% |
| Participation rate | 88.3% | 66.4%+21.9pp | 72.9%+15.4pp | 67.6%+20.7pp |
| Annual return | 11.34% | 18.28%-6.9pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,480 | $2,020-26.7% | $2,731-45.8% | $2,755-46.3% |
| Participant deferral / active EE | $2,508 | $2,924-14.2% | $4,000-37.3% | $4,296-41.6% |
| Admin fee / account holder | $144 | $3,681-96.1% | $3,998-96.4% | $6,918-97.9% |