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 15 · EIN 13-1624203 | Recordkeeping | $46,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,098 | $50,815+45.8% | $155,509-52.4% | $77,643-4.6% |
| Participation rate | 76.0% | 63.1%+12.9pp | 78.2%-2.1pp | 70.6%+5.5pp |
| Annual return | 12.68% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,685 | $1,993+34.7% | $4,672-42.5% | $2,726-1.5% |
| Participant deferral / active EE | $4,834 | $2,822+71.3% | $5,626-14.1% | $4,647+4.0% |
| Admin fee / account holder | $78 | $437-82.2% | $15,912-99.5% | $430-81.9% |