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 | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,051 | $48,230+153.1% | $67,502+80.8% | $80,856+50.9% |
| Participation rate | 98.9% | 66.4%+32.6pp | 72.9%+26.1pp | 67.6%+31.3pp |
| Annual return | 11.31% | 18.28%-7.0pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,545 | $2,020+174.6% | $2,731+103.1% | $2,755+101.3% |
| Participant deferral / active EE | $3,012 | $2,924+3.0% | $4,000-24.7% | $4,296-29.9% |
| Admin fee / account holder | $1 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |