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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,571 | $47,126+39.1% | $149,673-56.2% | $74,419-11.9% |
| Participation rate | 77.6% | 63.4%+14.2pp | 78.8%-1.1pp | 70.7%+6.9pp |
| Annual return | 19.33% | 22.75%-3.4pp | 134.42%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,608 | $1,905+36.9% | $4,818-45.9% | $2,637-1.1% |
| Participant deferral / active EE | $4,631 | $2,728+69.8% | $5,680-18.5% | $4,528+2.3% |
| Admin fee / account holder | $66 | $343-80.8% | $13,210-99.5% | $348-81.1% |