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 ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $427 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,171 | $77,503-15.9% | $100,391-35.1% | $80,856-19.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.87% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $10,405 | $2,801+271.5% | $3,942+164.0% | $2,755+277.7% |
| Participant deferral / active EE | $3,300 | $6,820-51.6% | $8,082-59.2% | $4,296-23.2% |
| Admin fee / account holder | $8 | $5,897-99.9% | $7,899-99.9% | $6,918-99.9% |