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 | $66,444+22.8% | $120,225-32.1% | $79,634+2.5% |
| Participation rate | 35.8% | 42.8%-6.9pp | 69.6%-33.7pp | 62.5%-26.6pp |
| Annual return | 15.51% | 53.37%-37.9pp | 439.23%-423.7pp | 36.46%-21.0pp |
| Employer contribution / active EE | $0 | $1,860-100.0% | $3,475-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,867 | $2,798-33.3% | $3,999-53.3% | $3,835-51.3% |
| Admin fee / account holder | $27 | $1,295-97.9% | $5,696-99.5% | $1,002-97.3% |