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 - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $37,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,170 | $55,415+198.1% | $155,509+6.2% | $74,495+121.7% |
| Participation rate | 86.8% | 61.9%+24.9pp | 78.2%+8.6pp | 67.2%+19.6pp |
| Annual return | 11.31% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $23,815 | $2,267+950.5% | $4,672+409.7% | $2,623+807.9% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $68 | $1,738-96.1% | $15,912-99.6% | $1,942-96.5% |