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 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Insurance services | $100 |
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 | $38,132 | $147,039-74.1% | $64,056-40.5% | - |
| Participation rate | 96.0% | 70.9%+25.0pp | 72.3%+23.7pp | - |
| Annual return | 14.33% | 7.51%+6.8pp | 33.69%-19.4pp | - |
| Employer contribution / active EE | $2,431 | $2,405+1.1% | $2,747-11.5% | - |
| Participant deferral / active EE | $3,269 | $3,377-3.2% | $3,880-15.8% | - |
| Admin fee / account holder | $0 | $6,926-100.0% | $3,068-100.0% | - |