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 | $67,984+4.2% | $65,493+8.2% | $74,304-4.7% |
| Participation rate | 74.1% | 66.3%+7.8pp | 73.1%+1.0pp | 60.3%+13.8pp |
| Annual return | 11.96% | 19.87%-7.9pp | 982.45%-970.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $2,969 | $2,491+19.2% | $2,574+15.3% | $2,241+32.5% |
| Participant deferral / active EE | $4,100 | $3,346+22.5% | $3,961+3.5% | $3,767+8.8% |
| Admin fee / account holder | $94 | $1,373-93.2% | $5,028-98.1% | $2,969-96.8% |