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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $40,906 |
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 | $116,549 | $57,976+101.0% | $62,995+85.0% | $62,292+87.1% |
| Participation rate | 95.7% | 75.9%+19.8pp | 74.8%+20.9pp | 69.5%+26.2pp |
| Annual return | 16.50% | 17.54%-1.0pp | 87.57%-71.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $5,659 | $2,415+134.4% | $2,759+105.1% | $2,042+177.1% |
| Participant deferral / active EE | $9,362 | $2,956+216.7% | $3,329+181.2% | $3,169+195.4% |
| Admin fee / account holder | $143 | $276-48.3% | $3,600-96.0% | $479-70.3% |