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 | $13,342 |
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 | $71,979 | $60,795+18.4% | $69,455+3.6% | $65,185+10.4% |
| Participation rate | 99.3% | 74.9%+24.4pp | 74.6%+24.7pp | 70.2%+29.1pp |
| Annual return | 20.23% | 17.46%+2.8pp | 28.97%-8.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $6,345 | $2,452+158.8% | $2,779+128.3% | $2,177+191.5% |
| Participant deferral / active EE | $6,293 | $3,162+99.0% | $3,535+78.0% | $3,514+79.1% |
| Admin fee / account holder | $33 | $314-89.6% | $3,839-99.2% | $847-96.2% |