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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.
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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 Service code 14 · EIN 13-1624203 | Plan Administrator | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,163 | $53,822+30.4% | $75,696-7.3% | $85,850-18.3% |
| Participation rate | 94.5% | 69.1%+25.5pp | 74.8%+19.7pp | 69.3%+25.2pp |
| Annual return | 12.83% | 24.54%-11.7pp | 104.53%-91.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,519 | $2,895-13.0% | $3,821-34.1% | $3,952-36.2% |
| Admin fee / account holder | $1 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |