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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,219 | $69,763+73.8% | $67,502+79.6% | $74,495+62.7% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 13.09% | -40.34%+53.4pp | 3512.12%-3499.0pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,024 | $2,704+48.8% | $2,731+47.4% | $2,623+53.4% |
| Participant deferral / active EE | $6,000 | $3,636+65.0% | $4,000+50.0% | $4,346+38.1% |
| Admin fee / account holder | $1 | $896-99.8% | $3,998-100.0% | $1,942-99.9% |