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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,788 | $60,989+34.1% | $60,874+34.4% | $66,914+22.2% |
| Participation rate | 98.2% | 74.5%+23.8pp | 73.1%+25.1pp | 69.8%+28.4pp |
| Annual return | -15.22% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $6,836 | $2,661+156.9% | $2,701+153.0% | $2,544+168.7% |
| Participant deferral / active EE | $6,367 | $3,615+76.1% | $3,817+66.8% | $4,237+50.3% |
| Admin fee / account holder | $58 | $338-82.9% | $3,224-98.2% | $593-90.3% |