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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,928 | $46,553+15.8% | $64,056-15.8% | $75,163-28.3% |
| Participation rate | 98.8% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.6pp |
| Annual return | 18.93% | 26.03%-7.1pp | 33.69%-14.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,279 | $1,974+15.4% | $2,747-17.0% | $2,670-14.6% |
| Participant deferral / active EE | $3,523 | $2,837+24.2% | $3,880-9.2% | $4,125-14.6% |
| Admin fee / account holder | $76 | $2,952-97.4% | $3,068-97.5% | $5,651-98.7% |