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 Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,847 | $42,894+137.4% | $60,874+67.3% | $68,494+48.7% |
| Participation rate | 95.6% | 66.8%+28.8pp | 73.1%+22.5pp | 67.9%+27.7pp |
| Annual return | -11.68% | -13.98%+2.3pp | 16.90%-28.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,774 | $1,978+40.2% | $2,701+2.7% | $2,596+6.8% |
| Participant deferral / active EE | $5,129 | $2,867+78.9% | $3,817+34.4% | $4,027+27.3% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |