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 | $11,568 |
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 | $99,758 | $60,989+63.6% | $60,874+63.9% | $66,914+49.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -13.15% | -9.60%-3.6pp | 16.90%-30.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $7,763 | $2,661+191.8% | $2,701+187.4% | $2,544+205.1% |
| Participant deferral / active EE | $8,546 | $3,615+136.4% | $3,817+123.9% | $4,237+101.7% |
| Admin fee / account holder | $30 | $338-91.1% | $3,224-99.1% | $593-94.9% |