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 64 · EIN 13-1624203 | Recordkeeping Fees | $19,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,292 | $52,406-13.6% | $129,207-64.9% | $74,495-39.2% |
| Participation rate | 99.1% | 53.8%+45.3pp | 69.6%+29.5pp | 67.2%+31.9pp |
| Annual return | 15.20% | 15.66%-0.5pp | 9417.33%-9402.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,340 | $1,531+52.9% | $4,153-43.7% | $2,623-10.8% |
| Participant deferral / active EE | $4,436 | $2,794+58.8% | $4,168+6.5% | $4,346+2.1% |
| Admin fee / account holder | $65 | $2,633-97.5% | $7,715-99.2% | $1,942-96.6% |