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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $169,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,582 | $67,512-62.1% | $185,823-86.2% | $93,030-72.5% |
| Participation rate | 86.5% | 67.1%+19.4pp | 81.7%+4.8pp | 73.9%+12.6pp |
| Annual return | 14.62% | 21.04%-6.4pp | 122.05%-107.4pp | 158.70%-144.1pp |
| Employer contribution / active EE | $1,408 | $1,783-21.0% | $5,167-72.7% | $2,706-48.0% |
| Participant deferral / active EE | $2,165 | $3,035-28.7% | $5,568-61.1% | $4,562-52.6% |
| Admin fee / account holder | $39 | $318-87.8% | $16,237-99.8% | $152-74.4% |