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 15 · EIN 13-1624203 | Recordkeeping | $1,926 |
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 | $180,035 | $74,552+141.5% | $62,995+185.8% | $69,631+158.6% |
| Participation rate | 94.8% | 78.3%+16.6pp | 74.8%+20.0pp | 70.7%+24.2pp |
| Annual return | 14.23% | 15.77%-1.5pp | 87.57%-73.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $7,724 | $2,929+163.7% | $2,759+180.0% | $2,032+280.1% |
| Participant deferral / active EE | $5,377 | $2,974+80.8% | $3,329+61.5% | $3,224+66.8% |
| Admin fee / account holder | $5 | $59-92.2% | $3,600-99.9% | $110-95.8% |