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 | $700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,774 | $46,553+129.4% | $64,056+66.7% | $75,163+42.1% |
| Participation rate | 93.8% | 65.9%+27.9pp | 72.3%+21.5pp | 67.2%+26.6pp |
| Annual return | 16.03% | 26.03%-10.0pp | 33.69%-17.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,955 | $1,974+100.4% | $2,747+44.0% | $2,670+48.1% |
| Participant deferral / active EE | $6,551 | $2,837+130.9% | $3,880+68.8% | $4,125+58.8% |
| Admin fee / account holder | $1 | $2,952-99.9% | $3,068-100.0% | $5,651-100.0% |