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 AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $69,034 |
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 | $212,402 | $65,322+225.2% | $70,449+201.5% | $73,488+189.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 15.71% | 15.71%0pp | 109.03%-93.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $10,930 | $2,460+344.3% | $2,737+299.4% | $2,270+381.5% |
| Participant deferral / active EE | $9,119 | $3,375+170.2% | $3,709+145.9% | $3,740+143.8% |
| Admin fee / account holder | $268 | $214+25.0% | $3,845-93.0% | $513-47.8% |