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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,678 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,178 | $48,795-36.1% | $65,493-52.4% | $84,808-63.2% |
| Participation rate | 99.0% | 67.0%+32.0pp | 73.1%+25.9pp | 68.3%+30.7pp |
| Annual return | 7.42% | 20.20%-12.8pp | 982.45%-975.0pp | 40.90%-33.5pp |
| Employer contribution / active EE | $1,844 | $1,930-4.5% | $2,574-28.4% | $2,631-29.9% |
| Participant deferral / active EE | $2,121 | $2,928-27.6% | $3,961-46.5% | $4,212-49.6% |
| Admin fee / account holder | $27 | $3,877-99.3% | $5,028-99.5% | $7,344-99.6% |