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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,105 | $47,898+167.5% | $117,472+9.1% | $64,808+97.7% |
| Participation rate | 95.5% | 61.9%+33.6pp | 70.6%+24.9pp | 71.5%+24.0pp |
| Annual return | -8.66% | -15.54%+6.9pp | 29.74%-38.4pp | 32.82%-41.5pp |
| Employer contribution / active EE | $2,592 | $1,774+46.1% | $4,176-37.9% | $2,506+3.4% |
| Participant deferral / active EE | $5,001 | $3,151+58.7% | $4,070+22.9% | $4,310+16.0% |
| Admin fee / account holder | $0 | $132-99.8% | $5,645-100.0% | $188-99.9% |