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 AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $60,624 |
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 | $184,881 | $60,795+204.1% | $69,455+166.2% | $65,185+183.6% |
| Participation rate | 99.3% | 74.9%+24.4pp | 74.6%+24.7pp | 70.2%+29.1pp |
| Annual return | 21.57% | 17.46%+4.1pp | 28.97%-7.4pp | 29.38%-7.8pp |
| Employer contribution / active EE | $10,885 | $2,452+343.9% | $2,779+291.7% | $2,177+400.1% |
| Participant deferral / active EE | $8,596 | $3,162+171.9% | $3,535+143.1% | $3,514+144.6% |
| Admin fee / account holder | $241 | $314-23.3% | $3,839-93.7% | $847-71.6% |