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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $24,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,493 | $48,230+52.4% | $67,502+8.9% | $80,856-9.1% |
| Participation rate | 97.8% | 66.4%+31.5pp | 72.9%+25.0pp | 67.6%+30.2pp |
| Annual return | 13.85% | 18.28%-4.4pp | 3512.12%-3498.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,115 | $2,020+54.2% | $2,731+14.1% | $2,755+13.1% |
| Participant deferral / active EE | $5,161 | $2,924+76.5% | $4,000+29.0% | $4,296+20.1% |
| Admin fee / account holder | $113 | $3,681-96.9% | $3,998-97.2% | $6,918-98.4% |