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 |
|---|---|---|
Service code 25 · EIN 13-5570651 | Directed Trustee | $428 |
TIAA2 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $257 |
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 | $31,894 | $60,795-47.5% | $69,455-54.1% | $65,185-51.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 18.78% | 17.46%+1.3pp | 28.97%-10.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,161 | $2,452-11.9% | $2,779-22.2% | $2,177-0.7% |
| Participant deferral / active EE | $2,037 | $3,162-35.6% | $3,535-42.4% | $3,514-42.0% |
| Admin fee / account holder | $2 | $314-99.4% | $3,839-100.0% | $847-99.8% |