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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $741 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $188 |
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 | $37,473 | $74,706-49.8% | $75,696-50.5% | $79,386-52.8% |
| Participation rate | 94.5% | 75.3%+19.2pp | 74.8%+19.7pp | 70.7%+23.8pp |
| Annual return | 12.85% | 18.52%-5.7pp | 104.53%-91.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,215 | $2,590-14.5% | $2,743-19.2% | $2,427-8.7% |
| Participant deferral / active EE | $2,681 | $3,533-24.1% | $3,821-29.8% | $4,046-33.7% |
| Admin fee / account holder | $2 | $374-99.6% | $3,619-100.0% | $626-99.8% |