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 13 · EIN 13-1624203 | Contract Administrator | $26,075 |
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 | $96,955 | $51,769+87.3% | $57,343+69.1% | $52,331+85.3% |
| Participation rate | 94.8% | 75.2%+19.6pp | 75.1%+19.7pp | 68.1%+26.7pp |
| Annual return | 0.07% | 2.43%-2.4pp | 24.39%-24.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $10,115 | $2,335+333.2% | $2,689+276.2% | $1,882+437.5% |
| Participant deferral / active EE | $6,153 | $2,794+120.2% | $3,162+94.6% | $3,022+103.6% |
| Admin fee / account holder | $105 | $295-64.5% | $3,356-96.9% | $592-82.3% |