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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,815 | $56,317+86.1% | $71,209+47.2% | $74,304+41.1% |
| Participation rate | 98.3% | 55.1%+43.2pp | 73.8%+24.6pp | 60.3%+38.0pp |
| Annual return | 15.09% | 42.83%-27.7pp | 282.51%-267.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $5,018 | $2,160+132.3% | $2,721+84.4% | $2,241+123.9% |
| Participant deferral / active EE | $4,140 | $2,788+48.5% | $4,175-0.9% | $3,767+9.9% |
| Admin fee / account holder | $10 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |