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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,821 | $74,706+30.9% | $75,696+29.2% | $79,386+23.2% |
| Participation rate | 70.4% | 75.3%-5.0pp | 74.8%-4.5pp | 70.7%-0.3pp |
| Annual return | 13.84% | 18.52%-4.7pp | 104.53%-90.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $2,053 | $2,590-20.7% | $2,743-25.1% | $2,427-15.4% |
| Participant deferral / active EE | $3,706 | $3,533+4.9% | $3,821-3.0% | $4,046-8.4% |
| Admin fee / account holder | $48 | $374-87.2% | $3,619-98.7% | $626-92.4% |