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+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $132 |
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 | $155,161 | $68,408+126.8% | $57,179+171.4% | $57,658+169.1% |
| Participation rate | 93.4% | 79.1%+14.3pp | 75.3%+18.1pp | 70.2%+23.2pp |
| Annual return | 7.45% | 8.51%-1.1pp | 14.59%-7.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $7,252 | $2,869+152.8% | $2,682+170.4% | $1,974+267.4% |
| Participant deferral / active EE | $5,264 | $2,903+81.3% | $3,096+70.0% | $3,061+72.0% |
| Admin fee / account holder | $0 | $70-99.5% | $3,139-100.0% | $95-99.7% |