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 3-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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $3,290 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,569 | $47,126+56.1% | $149,673-50.8% | $74,419-1.1% |
| Participation rate | 46.5% | 63.4%-16.9pp | 78.8%-32.2pp | 70.7%-24.2pp |
| Annual return | 11.85% | 22.75%-10.9pp | 134.42%-122.6pp | 34.38%-22.5pp |
| Employer contribution / active EE | $13,928 | $1,905+631.0% | $4,818+189.1% | $2,637+428.1% |
| Participant deferral / active EE | $680 | $2,728-75.1% | $5,680-88.0% | $4,528-85.0% |
| Admin fee / account holder | $8 | $343-97.7% | $13,210-99.9% | $348-97.7% |