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 | $930 |
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 | $67,422 | $84,948-20.6% | $70,449-4.3% | $73,409-8.2% |
| Participation rate | 96.8% | 79.9%+16.8pp | 75.1%+21.7pp | 72.2%+24.6pp |
| Annual return | 11.53% | 13.39%-1.9pp | 109.03%-97.5pp | 59.29%-47.8pp |
| Employer contribution / active EE | $2,653 | $2,834-6.4% | $2,737-3.0% | $2,234+18.8% |
| Participant deferral / active EE | $3,295 | $3,387-2.7% | $3,709-11.1% | $3,805-13.4% |
| Admin fee / account holder | $1 | $98-99.4% | $3,845-100.0% | $158-99.6% |