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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,180 | $69,763+63.7% | $67,502+69.2% | $74,495+53.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | -40.34%+56.0pp | 3512.12%-3496.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $8,469 | $2,704+213.2% | $2,731+210.1% | $2,623+222.9% |
| Participant deferral / active EE | $8,008 | $3,636+120.2% | $4,000+100.2% | $4,346+84.3% |
| Admin fee / account holder | $88 | $896-90.2% | $3,998-97.8% | $1,942-95.5% |