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 INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,838 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,834 | $64,705+9.5% | $62,929+12.6% | $67,986+4.2% |
| Participation rate | 74.1% | 65.6%+8.5pp | 73.1%+1.0pp | 57.2%+16.9pp |
| Annual return | 11.96% | 20.31%-8.4pp | 1063.93%-1052.0pp | 31.67%-19.7pp |
| Employer contribution / active EE | $2,969 | $2,376+25.0% | $2,505+18.5% | $2,019+47.1% |
| Participant deferral / active EE | $4,100 | $3,198+28.2% | $3,888+5.4% | $3,358+22.1% |
| Admin fee / account holder | $94 | $1,428-93.4% | $5,065-98.1% | $3,203-97.1% |