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 9-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 | $6,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,294 | $95,542-55.7% | $69,455-39.1% | $67,579-37.4% |
| Participation rate | 26.2% | 79.4%-53.1pp | 74.6%-48.4pp | 71.3%-45.0pp |
| Annual return | 24.72% | 17.67%+7.1pp | 28.97%-4.2pp | 378.56%-353.8pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,516 | $3,263-53.5% | $3,535-57.1% | $3,539-57.2% |
| Admin fee / account holder | $17 | $90-81.4% | $3,839-99.6% | $142-88.2% |