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 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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $3,303 |
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 | $60,053 | $87,173-31.1% | $59,878+0.3% | $75,289-20.2% |
| Participation rate | 98.9% | 74.5%+24.4pp | 74.7%+24.2pp | 72.4%+26.5pp |
| Annual return | -3.11% | -2.14%-1.0pp | 3.46%-6.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,636 | $3,379+96.4% | $3,402+95.1% | $3,739+77.5% |
| Admin fee / account holder | $61 | $75-18.9% | $3,590-98.3% | $102-40.8% |