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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,507 | $82,664+129.3% | $125,339+51.2% | $68,494+176.7% |
| Participation rate | 92.2% | 75.0%+17.1pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $11,328 | $3,381+235.0% | $4,814+135.3% | $2,596+336.3% |
| Participant deferral / active EE | $9,791 | $6,110+60.2% | $7,446+31.5% | $4,027+143.1% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |