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 15 · EIN 13-1624203 | Recordkeeping | $13,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,316 | $69,763+48.1% | $67,502+53.1% | $74,495+38.7% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 12.04% | -40.34%+52.4pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,619 | $2,704-3.2% | $2,731-4.1% | $2,623-0.2% |
| Participant deferral / active EE | $4,087 | $3,636+12.4% | $4,000+2.2% | $4,346-5.9% |
| Admin fee / account holder | $31 | $896-96.5% | $3,998-99.2% | $1,942-98.4% |