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 15 · EIN 13-1624203 | Recordkeeping | $37,321 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,587 | $57,976+25.2% | $62,995+15.2% | $62,292+16.5% |
| Participation rate | 98.0% | 75.9%+22.1pp | 74.8%+23.2pp | 69.5%+28.5pp |
| Annual return | 14.24% | 17.54%-3.3pp | 87.57%-73.3pp | 28.90%-14.7pp |
| Employer contribution / active EE | $3,409 | $2,415+41.2% | $2,759+23.6% | $2,042+66.9% |
| Participant deferral / active EE | $5,195 | $2,956+75.7% | $3,329+56.0% | $3,169+63.9% |
| Admin fee / account holder | $75 | $276-72.7% | $3,600-97.9% | $479-84.3% |