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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,221 | $48,230+10.3% | $67,502-21.2% | $80,856-34.2% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.2pp |
| Annual return | 13.09% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,203 | $2,020+9.1% | $2,731-19.3% | $2,755-20.0% |
| Participant deferral / active EE | $3,160 | $2,924+8.1% | $4,000-21.0% | $4,296-26.4% |
| Admin fee / account holder | $92 | $3,681-97.5% | $3,998-97.7% | $6,918-98.7% |