Filed April 3, 2025
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 9-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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $130,886 |
Service code 16 | Consulting | $15,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,500 | $53,136+83.5% | $155,509-37.3% | $199,593-51.2% |
| Participation rate | 91.9% | 64.1%+27.8pp | 78.2%+13.7pp | 72.0%+19.9pp |
| Annual return | 13.02% | 41.15%-28.1pp | 64.67%-51.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $8,112 | $1,851+338.2% | $4,672+73.6% | $3,034+167.3% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |