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 65 · EIN 13-1624203 | Account Maintenance | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,252 | $46,553+53.1% | $64,056+11.2% | $75,163-5.2% |
| Participation rate | 95.5% | 65.9%+29.5pp | 72.3%+23.2pp | 67.2%+28.3pp |
| Annual return | 14.51% | 26.03%-11.5pp | 33.69%-19.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,468 | $1,974+75.7% | $2,747+26.3% | $2,670+29.9% |
| Participant deferral / active EE | $5,040 | $2,837+77.7% | $3,880+29.9% | $4,125+22.2% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |