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+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $112 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,115 | $70,002-29.8% | $115,037-57.3% | $52,331-6.1% |
| Participation rate | 95.1% | 72.1%+23.0pp | 81.4%+13.8pp | 68.1%+27.0pp |
| Annual return | 3.07% | 4.04%-1.0pp | 26.14%-23.1pp | 4.54%-1.5pp |
| Employer contribution / active EE | $4,110 | $2,715+51.4% | $4,608-10.8% | $1,882+118.4% |
| Participant deferral / active EE | $3,286 | $4,920-33.2% | $6,026-45.5% | $3,022+8.7% |
| Admin fee / account holder | $0 | $566-99.9% | $8,175-100.0% | $592-99.9% |