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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,861 | $91,762-67.5% | $67,502-55.8% | $77,643-61.5% |
| Participation rate | 95.1% | 75.9%+19.2pp | 72.9%+22.2pp | 70.6%+24.5pp |
| Annual return | 14.53% | 14.87%-0.3pp | 3512.12%-3497.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,127 | $3,181-33.1% | $2,731-22.1% | $2,726-22.0% |
| Participant deferral / active EE | $2,272 | $3,903-41.8% | $4,000-43.2% | $4,647-51.1% |
| Admin fee / account holder | $33 | $176-81.5% | $3,998-99.2% | $430-92.4% |