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 INS AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $1,024 |
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 | $73,090 | $45,035+62.3% | $62,995+16.0% | $70,131+4.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.52% | 18.76%-2.2pp | 87.57%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,228 | $2,051+106.1% | $2,759+53.3% | $2,342+80.5% |
| Participant deferral / active EE | $2,737 | $2,465+11.0% | $3,329-17.8% | $3,332-17.9% |
| Admin fee / account holder | $7 | $2,834-99.8% | $3,600-99.8% | $4,645-99.9% |