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 19 · EIN 13-1624203 | Securities Custodian | $256 |
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 | $96,246 | $65,322+47.3% | $70,449+36.6% | $73,488+31.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 14.34% | 15.71%-1.4pp | 109.03%-94.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $6,503 | $2,460+164.4% | $2,737+137.6% | $2,270+186.5% |
| Participant deferral / active EE | $7,098 | $3,375+110.3% | $3,709+91.4% | $3,740+89.8% |
| Admin fee / account holder | $1 | $214-99.7% | $3,845-100.0% | $513-99.9% |