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 | $24,551 |
Service code 28 · EIN 47-1411118 | Investment Management | $22,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,567 | $67,984+93.5% | $65,493+100.9% | $74,304+77.1% |
| Participation rate | 95.9% | 66.3%+29.6pp | 73.1%+22.9pp | 60.3%+35.6pp |
| Annual return | 11.97% | 19.87%-7.9pp | 982.45%-970.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,480 | $2,491-40.6% | $2,574-42.5% | $2,241-33.9% |
| Participant deferral / active EE | $4,307 | $3,346+28.7% | $3,961+8.7% | $3,767+14.3% |
| Admin fee / account holder | $106 | $1,373-92.2% | $5,028-97.9% | $2,969-96.4% |