See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $20,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,194 | $102,317-3.1% | $146,958-32.5% | $80,856+22.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 13.03% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,864 | $3,713+31.0% | $4,933-1.4% | $2,755+76.5% |
| Participant deferral / active EE | $7,514 | $6,644+13.1% | $8,070-6.9% | $4,296+74.9% |
| Admin fee / account holder | $126 | $7,941-98.4% | $12,998-99.0% | $6,918-98.2% |