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 | $606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,421 | $63,745+117.1% | $98,442+40.6% | $79,386+74.4% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 12.40% | 625.80%-613.4pp | 1492.73%-1480.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $4,904 | $2,557+91.8% | $2,960+65.7% | $2,427+102.0% |
| Participant deferral / active EE | $6,844 | $3,303+107.2% | $4,276+60.0% | $4,046+69.2% |
| Admin fee / account holder | $1 | $516-99.8% | $5,949-100.0% | $626-99.8% |