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 | $1,374 |
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 | $28,824 | $60,795-52.6% | $69,455-58.5% | $65,185-55.8% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 19.30% | 17.46%+1.8pp | 28.97%-9.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,776 | $2,452-27.6% | $2,779-36.1% | $2,177-18.4% |
| Participant deferral / active EE | $2,734 | $3,162-13.5% | $3,535-22.7% | $3,514-22.2% |
| Admin fee / account holder | $5 | $314-98.5% | $3,839-99.9% | $847-99.4% |