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 37 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Loan Processing | $5,693 |
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 | $66,072 | $65,322+1.1% | $70,449-6.2% | $73,488-10.1% |
| Participation rate | 97.9% | 77.0%+21.0pp | 75.1%+22.9pp | 70.7%+27.3pp |
| Annual return | 8.92% | 15.71%-6.8pp | 109.03%-100.1pp | 28.51%-19.6pp |
| Employer contribution / active EE | $3,375 | $2,460+37.2% | $2,737+23.3% | $2,270+48.7% |
| Participant deferral / active EE | $4,326 | $3,375+28.2% | $3,709+16.6% | $3,740+15.7% |
| Admin fee / account holder | $15 | $214-93.1% | $3,845-99.6% | $513-97.1% |