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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS & ANNUITY OF AME Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $12,384 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,854 | $64,660-1.2% | $81,812-22.0% | - |
| Participation rate | 73.7% | 64.3%+9.4pp | 72.3%+1.4pp | - |
| Annual return | 11.95% | 13.48%-1.5pp | 773.79%-761.8pp | - |
| Employer contribution / active EE | $901 | $3,065-70.6% | $2,912-69.1% | - |
| Participant deferral / active EE | $4,097 | $3,215+27.4% | $4,319-5.1% | - |
| Admin fee / account holder | $83 | $2,218-96.3% | $7,386-98.9% | - |