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 ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $3,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,510 | $47,126-58.6% | $149,673-87.0% | $74,419-73.8% |
| Participation rate | 35.3% | 63.4%-28.1pp | 78.8%-43.4pp | 70.7%-35.4pp |
| Annual return | 15.01% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,094 | $1,905-42.6% | $4,818-77.3% | $2,637-58.5% |
| Participant deferral / active EE | $1,049 | $2,728-61.5% | $5,680-81.5% | $4,528-76.8% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |