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 15 · EIN 13-1624203 | Recordkeeping | $195,697 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,727 | $55,331-26.4% | $81,812-50.2% | $199,593-79.6% |
| Participation rate | 76.5% | 62.5%+14.0pp | 72.3%+4.2pp | 72.0%+4.5pp |
| Annual return | 12.32% | 19.59%-7.3pp | 773.79%-761.5pp | 34.25%-21.9pp |
| Employer contribution / active EE | $938 | $2,101-55.4% | $2,912-67.8% | $3,034-69.1% |
| Participant deferral / active EE | $2,751 | $3,283-16.2% | $4,319-36.3% | $5,087-45.9% |
| Admin fee / account holder | $48 | $346-86.1% | $7,386-99.3% | $269-82.1% |