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 | $7,608 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,168 | $57,976+7.2% | $62,995-1.3% | $62,292-0.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.15% | 17.54%-0.4pp | 87.57%-70.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $6,007 | $2,415+148.8% | $2,759+117.7% | $2,042+194.1% |
| Participant deferral / active EE | $5,447 | $2,956+84.3% | $3,329+63.6% | $3,169+71.9% |
| Admin fee / account holder | $19 | $276-93.0% | $3,600-99.5% | $479-96.0% |