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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $12,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,431 | $94,833-40.5% | $75,696-25.5% | $86,799-35.0% |
| Participation rate | 21.2% | 79.1%-57.9pp | 74.8%-53.6pp | 72.3%-51.0pp |
| Annual return | 14.36% | 16.91%-2.6pp | 104.53%-90.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,308 | $3,632-64.0% | $3,821-65.8% | $4,131-68.3% |
| Admin fee / account holder | $45 | $109-58.4% | $3,619-98.8% | $170-73.4% |