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 13 · EIN 13-1624203 | Contract Administrator | $6,004 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,803 | $69,763-50.1% | $67,502-48.4% | $74,495-53.3% |
| Participation rate | 98.5% | 71.4%+27.2pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 14.64% | -40.34%+55.0pp | 3512.12%-3497.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $985 | $2,704-63.6% | $2,731-63.9% | $2,623-62.4% |
| Participant deferral / active EE | $3,145 | $3,636-13.5% | $4,000-21.4% | $4,346-27.6% |
| Admin fee / account holder | $41 | $896-95.4% | $3,998-99.0% | $1,942-97.9% |