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 |
|---|---|---|
TIAA1+ years Filed as: TIAAA Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,763 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,201 | $51,769+8.6% | $57,343-2.0% | $52,331+7.4% |
| Participation rate | 79.4% | 75.2%+4.2pp | 75.1%+4.3pp | 68.1%+11.3pp |
| Annual return | 70.64% | 2.43%+68.2pp | 24.39%+46.2pp | 4.54%+66.1pp |
| Employer contribution / active EE | $3,290 | $2,335+40.9% | $2,689+22.4% | $1,882+74.8% |
| Participant deferral / active EE | $6,388 | $2,794+128.6% | $3,162+102.0% | $3,022+111.4% |
| Admin fee / account holder | $16 | $295-94.6% | $3,356-99.5% | $592-97.3% |