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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,528 | $65,557+48.8% | $64,056+52.3% | $71,457+36.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 17.78% | 18.94%-1.2pp | 33.69%-15.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $7,927 | $2,669+197.0% | $2,747+188.6% | $2,588+206.4% |
| Participant deferral / active EE | $7,271 | $3,626+100.6% | $3,880+87.4% | $4,289+69.5% |
| Admin fee / account holder | $67 | $616-89.2% | $3,068-97.8% | $1,587-95.8% |