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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $83,436 |
TIAA8+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $5,680 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $158 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,469 | $83,884-13.6% | $64,056+13.1% | $74,419-2.6% |
| Participation rate | 98.3% | 76.6%+21.7pp | 72.3%+26.0pp | 70.7%+27.6pp |
| Annual return | 12.41% | 16.57%-4.2pp | 33.69%-21.3pp | 34.38%-22.0pp |
| Employer contribution / active EE | $3,547 | $3,084+15.0% | $2,747+29.2% | $2,637+34.5% |
| Participant deferral / active EE | $5,053 | $3,692+36.9% | $3,880+30.2% | $4,528+11.6% |
| Admin fee / account holder | $200 | $196+1.8% | $3,068-93.5% | $348-42.6% |