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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $18,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,950 | $46,553+43.8% | $64,056+4.5% | $75,163-10.9% |
| Participation rate | 97.8% | 65.9%+31.9pp | 72.3%+25.5pp | 67.2%+30.6pp |
| Annual return | 16.10% | 26.03%-9.9pp | 33.69%-17.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,938 | $1,974+48.9% | $2,747+7.0% | $2,670+10.0% |
| Participant deferral / active EE | $4,602 | $2,837+62.2% | $3,880+18.6% | $4,125+11.6% |
| Admin fee / account holder | $87 | $2,952-97.0% | $3,068-97.2% | $5,651-98.5% |