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 ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $29,357 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Direct Payment | $25,306 |
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 | $44,005 | $95,542-53.9% | $69,455-36.6% | $67,579-34.9% |
| Participation rate | 96.8% | 79.4%+17.4pp | 74.6%+22.2pp | 71.3%+25.5pp |
| Annual return | 17.86% | 17.67%+0.2pp | 28.97%-11.1pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,882 | $2,989-37.0% | $2,779-32.3% | $2,148-12.4% |
| Participant deferral / active EE | $2,732 | $3,263-16.3% | $3,535-22.7% | $3,539-22.8% |
| Admin fee / account holder | $101 | $90+12.3% | $3,839-97.4% | $142-29.1% |