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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,464 | $60,989+10.6% | $60,874+10.8% | $66,914+0.8% |
| Participation rate | 94.4% | 74.5%+19.9pp | 73.1%+21.3pp | 69.8%+24.6pp |
| Annual return | -8.56% | -9.60%+1.0pp | 16.90%-25.5pp | 1.58%-10.1pp |
| Employer contribution / active EE | $2,826 | $2,661+6.2% | $2,701+4.6% | $2,544+11.1% |
| Participant deferral / active EE | $2,750 | $3,615-23.9% | $3,817-28.0% | $4,237-35.1% |
| Admin fee / account holder | $29 | $338-91.4% | $3,224-99.1% | $593-95.1% |