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 Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,484 | $81,248-19.4% | $155,509-57.9% | $80,856-19.0% |
| Participation rate | 96.1% | 66.2%+29.8pp | 78.2%+17.9pp | 67.6%+28.4pp |
| Annual return | 179.14% | 33.31%+145.8pp | 64.67%+114.5pp | 35.59%+143.5pp |
| Employer contribution / active EE | $2,065 | $3,100-33.4% | $4,672-55.8% | $2,755-25.0% |
| Participant deferral / active EE | $2,782 | $3,452-19.4% | $5,626-50.5% | $4,296-35.2% |
| Admin fee / account holder | $11 | $7,997-99.9% | $15,912-99.9% | $6,918-99.8% |