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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,762 | $79,124+23.6% | $60,874+60.6% | $64,808+50.8% |
| Participation rate | 85.4% | 77.7%+7.7pp | 73.1%+12.3pp | 71.5%+13.9pp |
| Annual return | -12.57% | -7.13%-5.4pp | 16.90%-29.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $3,329 | $3,050+9.2% | $2,701+23.2% | $2,506+32.9% |
| Participant deferral / active EE | $5,061 | $3,725+35.9% | $3,817+32.6% | $4,310+17.4% |
| Admin fee / account holder | $77 | $106-27.1% | $3,224-97.6% | $188-59.0% |