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 INS AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $41,411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,111 | $60,989+203.5% | $60,874+204.1% | $66,914+176.6% |
| Participation rate | 99.4% | 74.5%+24.9pp | 73.1%+26.3pp | 69.8%+29.6pp |
| Annual return | -14.76% | -9.60%-5.2pp | 16.90%-31.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $10,668 | $2,661+301.0% | $2,701+294.9% | $2,544+319.3% |
| Participant deferral / active EE | $9,405 | $3,615+160.2% | $3,817+146.4% | $4,237+122.0% |
| Admin fee / account holder | $136 | $338-59.9% | $3,224-95.8% | $593-77.1% |