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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,429 | $48,230+305.2% | $67,502+189.5% | $80,856+141.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.49% | 18.28%-5.8pp | 3512.12%-3499.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $7,185 | $2,020+255.7% | $2,731+163.1% | $2,755+160.8% |
| Participant deferral / active EE | $12,022 | $2,924+311.2% | $4,000+200.6% | $4,296+179.9% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |