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 Service code 15 · EIN 13-1624203 | Recordkeeping | $1,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,375 | $69,763-13.5% | $67,502-10.6% | $74,495-19.0% |
| Participation rate | 93.6% | 71.4%+22.2pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 12.99% | -40.34%+53.3pp | 3512.12%-3499.1pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,912 | $2,704-29.3% | $2,731-30.0% | $2,623-27.1% |
| Participant deferral / active EE | $2,830 | $3,636-22.2% | $4,000-29.2% | $4,346-34.9% |
| Admin fee / account holder | $8 | $896-99.1% | $3,998-99.8% | $1,942-99.6% |