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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $11 |
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 | $66,900 | $43,327+54.4% | $59,878+11.7% | $64,186+4.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 16.51% | -1.55%+18.1pp | 3.46%+13.0pp | 7.63%+8.9pp |
| Employer contribution / active EE | $9,419 | $2,028+364.4% | $2,722+246.1% | $2,381+295.6% |
| Participant deferral / active EE | $3,484 | $2,546+36.8% | $3,402+2.4% | $3,470+0.4% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |