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 Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,830 | $46,674+113.9% | $117,472-15.0% | $68,494+45.7% |
| Participation rate | 91.4% | 56.8%+34.6pp | 70.6%+20.8pp | 67.9%+23.5pp |
| Annual return | -11.88% | -14.52%+2.6pp | 29.74%-41.6pp | -7.84%-4.0pp |
| Employer contribution / active EE | $5,119 | $1,505+240.2% | $4,176+22.6% | $2,596+97.2% |
| Participant deferral / active EE | $3,418 | $2,636+29.7% | $4,070-16.0% | $4,027-15.1% |
| Admin fee / account holder | $19 | $4,020-99.5% | $5,645-99.7% | $5,403-99.6% |