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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $425 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $222 |
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 | $31,857 | $79,124-59.7% | $60,874-47.7% | $64,808-50.8% |
| Participation rate | 92.2% | 77.7%+14.4pp | 73.1%+19.1pp | 71.5%+20.7pp |
| Annual return | -13.41% | -7.13%-6.3pp | 16.90%-30.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,307 | $3,050-24.4% | $2,701-14.6% | $2,506-7.9% |
| Participant deferral / active EE | $2,784 | $3,725-25.3% | $3,817-27.1% | $4,310-35.4% |
| Admin fee / account holder | $1 | $106-99.2% | $3,224-100.0% | $188-99.6% |