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 ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $1,070 |
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 | $48,278 | $46,100+4.7% | $86,590-44.2% | $69,631-30.7% |
| Participation rate | 98.6% | 67.2%+31.4pp | 73.5%+25.0pp | 70.7%+27.9pp |
| Annual return | 15.08% | 21.02%-5.9pp | 964.84%-949.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $5,102 | $1,850+175.8% | $2,839+79.7% | $2,032+151.1% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $94-97.0% | $4,906-99.9% | $110-97.4% |