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 | $30,029 |
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 | $55,107 | $55,453-0.6% | $170,442-67.7% | $62,292-11.5% |
| Participation rate | 99.4% | 66.4%+33.0pp | 83.6%+15.8pp | 69.5%+29.9pp |
| Annual return | 16.03% | 21.38%-5.3pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,535 | $2,164+17.2% | $5,433-53.3% | $2,042+24.1% |
| Participant deferral / active EE | $4,385 | $2,303+90.4% | $4,939-11.2% | $3,169+38.4% |
| Admin fee / account holder | $154 | $455-66.1% | $13,880-98.9% | $479-67.8% |