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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,490 | $53,053+170.5% | $126,539+13.4% | $74,304+93.1% |
| Participation rate | 99.0% | 48.0%+51.0pp | 69.8%+29.2pp | 60.3%+38.7pp |
| Annual return | 15.06% | 29.46%-14.4pp | 425.95%-410.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $5,366 | $1,168+359.6% | $3,674+46.1% | $2,241+139.4% |
| Participant deferral / active EE | $3,865 | $2,303+67.8% | $4,083-5.3% | $3,767+2.6% |
| Admin fee / account holder | $1 | $3,698-100.0% | $6,065-100.0% | $2,969-100.0% |