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 15 · EIN 13-1624203 | Recordkeeping | $169,924 |
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 | $33,247 | $52,660-36.9% | $86,612-61.6% | $80,160-58.5% |
| Participation rate | 83.9% | 62.4%+21.4pp | 71.7%+12.2pp | 72.9%+10.9pp |
| Annual return | 15.57% | 24.87%-9.3pp | 591.07%-575.5pp | 40.38%-24.8pp |
| Employer contribution / active EE | $1,392 | $2,140-35.0% | $3,022-54.0% | $2,978-53.3% |
| Participant deferral / active EE | $2,733 | $3,215-15.0% | $4,438-38.4% | $5,017-45.5% |
| Admin fee / account holder | $38 | $113-66.2% | $5,614-99.3% | $145-73.7% |