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 |
|---|---|---|
TIAA10+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $17,962 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,335 | $48,795+97.4% | $65,493+47.1% | $84,808+13.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.35% | 20.20%-7.9pp | 982.45%-970.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,970 | $1,930+105.7% | $2,574+54.2% | $2,631+50.9% |
| Participant deferral / active EE | $6,482 | $2,928+121.3% | $3,961+63.6% | $4,212+53.9% |
| Admin fee / account holder | $175 | $3,877-95.5% | $5,028-96.5% | $7,344-97.6% |