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 | $272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,894 | $60,989+85.1% | $60,874+85.5% | $66,914+68.7% |
| Participation rate | 99.3% | 74.5%+24.8pp | 73.1%+26.2pp | 69.8%+29.5pp |
| Annual return | -12.72% | -9.60%-3.1pp | 16.90%-29.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,532 | $2,661+32.8% | $2,701+30.8% | $2,544+38.8% |
| Participant deferral / active EE | $4,890 | $3,615+35.3% | $3,817+28.1% | $4,237+15.4% |
| Admin fee / account holder | $1 | $338-99.7% | $3,224-100.0% | $593-99.8% |