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 |
|---|---|---|
TIAA6 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $78,450 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,362 | $50,982+30.2% | $154,803-57.1% | $85,563-22.4% |
| Participation rate | 99.3% | 59.8%+39.5pp | 78.1%+21.3pp | 66.0%+33.4pp |
| Annual return | 14.11% | 30.35%-16.2pp | 58.88%-44.8pp | 31.51%-17.4pp |
| Employer contribution / active EE | $5,776 | $1,708+238.1% | $4,305+34.2% | $2,654+117.7% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $41 | $846-95.2% | $14,329-99.7% | $834-95.1% |