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 9-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 15 · EIN 13-1624203 | Recordkeeping | $16,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,295 | $65,908-11.6% | $81,812-28.7% | $77,643-24.9% |
| Participation rate | 91.7% | 65.8%+25.9pp | 72.3%+19.4pp | 70.6%+21.2pp |
| Annual return | 13.88% | 26.64%-12.8pp | 773.79%-759.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,565 | $2,370+50.4% | $2,912+22.4% | $2,726+30.8% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $24 | $526-95.3% | $7,386-99.7% | $430-94.3% |