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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 10017 | Recordkeeping | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,152 | $42,894+245.4% | $60,874+143.4% | $68,494+116.3% |
| Participation rate | 88.4% | 66.8%+21.6pp | 73.1%+15.3pp | 67.9%+20.5pp |
| Annual return | -11.13% | -13.98%+2.9pp | 16.90%-28.0pp | -7.84%-3.3pp |
| Employer contribution / active EE | $5,845 | $1,978+195.5% | $2,701+116.4% | $2,596+125.1% |
| Participant deferral / active EE | $7,143 | $2,867+149.2% | $3,817+87.2% | $4,027+77.4% |
| Admin fee / account holder | $1 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |