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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $3,266 |
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 | $66,347 | $204,517-67.6% | $69,455-4.5% | $77,787-14.7% |
| Participation rate | 98.7% | 74.6%+24.1pp | 74.6%+24.1pp | 73.2%+25.5pp |
| Annual return | 24.73% | 22.10%+2.6pp | 28.97%-4.2pp | 32.57%-7.8pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,726 | $3,478+93.4% | $3,535+90.2% | $3,967+69.5% |
| Admin fee / account holder | $54 | $101-46.0% | $3,839-98.6% | $100-45.7% |