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 year Service code 50 · EIN 13-1624203 | Direct Payment | $150 |
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 | $87,774 | $74,706+17.5% | $75,696+16.0% | $79,386+10.6% |
| Participation rate | 99.3% | 75.3%+23.9pp | 74.8%+24.4pp | 70.7%+28.6pp |
| Annual return | 23.97% | 18.52%+5.4pp | 104.53%-80.6pp | 116.85%-92.9pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,930 | $3,533+96.1% | $3,821+81.4% | $4,046+71.3% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |