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 64 · EIN 13-1624203 | Recordkeeping Fees | $575 |
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 | $129,451 | $48,230+168.4% | $67,502+91.8% | $80,856+60.1% |
| Participation rate | 93.7% | 66.4%+27.3pp | 72.9%+20.8pp | 67.6%+26.0pp |
| Annual return | 14.93% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,021 | $2,020+148.6% | $2,731+83.9% | $2,755+82.3% |
| Participant deferral / active EE | $6,186 | $2,924+111.6% | $4,000+54.6% | $4,296+44.0% |
| Admin fee / account holder | $1 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |