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 |
|---|---|---|
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $17,950 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,466 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,595 | $60,989+64.9% | $60,874+65.3% | $66,914+50.3% |
| Participation rate | 90.5% | 74.5%+16.1pp | 73.1%+17.4pp | 69.8%+20.7pp |
| Annual return | -8.60% | -9.60%+1.0pp | 16.90%-25.5pp | 1.58%-10.2pp |
| Employer contribution / active EE | $1,456 | $2,661-45.3% | $2,701-46.1% | $2,544-42.8% |
| Participant deferral / active EE | $4,447 | $3,615+23.0% | $3,817+16.5% | $4,237+5.0% |
| Admin fee / account holder | $64 | $338-81.2% | $3,224-98.0% | $593-89.3% |