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 | $6,468 |
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 | $44,238 | $43,999+0.5% | $79,464-44.3% | $55,725-20.6% |
| Participation rate | 98.9% | 66.9%+31.9pp | 73.3%+25.5pp | 70.9%+28.0pp |
| Annual return | -4.20% | 1.81%-6.0pp | 718.14%-722.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $5,116 | $1,830+179.6% | $2,800+82.7% | $2,078+146.2% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $6 | $118-95.2% | $5,113-99.9% | $115-95.1% |