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 37 · EIN 13-1624203 | Loan Processing | $20,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,829 | $58,778-25.4% | $129,207-66.1% | $77,643-43.6% |
| Participation rate | 98.8% | 59.2%+39.6pp | 69.6%+29.2pp | 70.6%+28.3pp |
| Annual return | 13.66% | 24.73%-11.1pp | 9417.33%-9403.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,286 | $1,952+17.1% | $4,153-44.9% | $2,726-16.1% |
| Participant deferral / active EE | $2,084 | $3,212-35.1% | $4,168-50.0% | $4,647-55.2% |
| Admin fee / account holder | $70 | $589-88.1% | $7,715-99.1% | $430-83.7% |