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 |
|---|---|---|
Service code 27 · EIN 84-4826355 265 FRANKLIN STREET · BOSTON, MA 021103183 | Advisory (Plan) | $19,950 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $12,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,638 | $74,706+100.3% | $75,696+97.7% | $79,386+88.5% |
| Participation rate | 92.9% | 75.3%+17.5pp | 74.8%+18.0pp | 70.7%+22.2pp |
| Annual return | 12.88% | 18.52%-5.6pp | 104.53%-91.6pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,362 | $2,590-47.4% | $2,743-50.3% | $2,427-43.9% |
| Participant deferral / active EE | $5,261 | $3,533+48.9% | $3,821+37.7% | $4,046+30.0% |
| Admin fee / account holder | $141 | $374-62.3% | $3,619-96.1% | $626-77.4% |