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: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $412 |
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 | $50,417 | $67,166-24.9% | $57,343-12.1% | $55,191-8.6% |
| Participation rate | 98.3% | 77.7%+20.6pp | 75.1%+23.3pp | 69.2%+29.2pp |
| Annual return | 1.30% | 4.22%-2.9pp | 24.39%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $4,679 | $2,812+66.4% | $2,689+74.0% | $1,899+146.5% |
| Participant deferral / active EE | $3,138 | $2,835+10.7% | $3,162-0.8% | $3,046+3.0% |
| Admin fee / account holder | $0 | $44-99.2% | $3,356-100.0% | $91-99.6% |