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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $271,672 |
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 | $97,994 | $95,445+2.7% | $60,874+61.0% | $78,044+25.6% |
| Participation rate | 91.6% | 72.5%+19.1pp | 73.1%+18.5pp | 74.4%+17.1pp |
| Annual return | -13.43% | -12.21%-1.2pp | 16.90%-30.3pp | 10.87%-24.3pp |
| Employer contribution / active EE | $3,494 | $3,900-10.4% | $2,701+29.3% | $3,125+11.8% |
| Participant deferral / active EE | $3,171 | $4,558-30.4% | $3,817-16.9% | $5,084-37.6% |
| Admin fee / account holder | $18 | $46-59.8% | $3,224-99.4% | $79-76.7% |