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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 15 · EIN 13-1624203 | Recordkeeping | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,674 | $46,553-66.3% | $64,056-75.5% | $75,163-79.1% |
| Participation rate | 94.1% | 65.9%+28.2pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 15.08% | 26.03%-11.0pp | 33.69%-18.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,361 | $1,974+70.3% | $2,747+22.4% | $2,670+25.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |