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 year Filed as: TIAA-TEACHERS ASSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $4,175 |
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 | $40,634 | $87,173-53.4% | $59,878-32.1% | $75,289-46.0% |
| Participation rate | 98.6% | 74.5%+24.2pp | 74.7%+23.9pp | 72.4%+26.2pp |
| Annual return | -2.91% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,764 | $3,379+41.0% | $3,402+40.0% | $3,739+27.4% |
| Admin fee / account holder | $2 | $75-97.4% | $3,590-99.9% | $102-98.1% |