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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,397 | $48,230-39.0% | $67,502-56.5% | $80,856-63.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.84% | 18.28%-6.4pp | 3512.12%-3500.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $794 | $2,020-60.7% | $2,731-70.9% | $2,755-71.2% |
| Participant deferral / active EE | $2,644 | $2,924-9.6% | $4,000-33.9% | $4,296-38.4% |
| Admin fee / account holder | $1 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |