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 INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,586 | $65,241+25.1% | $126,539-35.5% | $85,563-4.6% |
| Participation rate | 35.8% | 48.6%-12.8pp | 69.8%-34.0pp | 66.0%-30.1pp |
| Annual return | 15.51% | 42.19%-26.7pp | 425.95%-410.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,867 | $3,032-38.4% | $4,083-54.3% | $4,375-57.3% |
| Admin fee / account holder | $27 | $1,031-97.4% | $6,065-99.6% | $834-96.8% |