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 7-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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $90,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,054 | $91,762+38.5% | $67,502+88.2% | $77,643+63.6% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.9%+22.3pp | 70.6%+24.6pp |
| Annual return | 11.71% | 14.87%-3.2pp | 3512.12%-3500.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $4,557 | $3,181+43.3% | $2,731+66.9% | $2,726+67.2% |
| Participant deferral / active EE | $2,538 | $3,903-35.0% | $4,000-36.5% | $4,647-45.4% |
| Admin fee / account holder | $111 | $176-36.9% | $3,998-97.2% | $430-74.2% |