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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,366 | $46,553+147.8% | $64,056+80.1% | $75,163+53.5% |
| Participation rate | 98.8% | 65.9%+32.9pp | 72.3%+26.5pp | 67.2%+31.6pp |
| Annual return | 16.43% | 26.03%-9.6pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,080 | $1,974+56.1% | $2,747+12.2% | $2,670+15.4% |
| Participant deferral / active EE | $5,835 | $2,837+105.7% | $3,880+50.4% | $4,125+41.4% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |