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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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,174 | $101,317-10.0% | $146,958-38.0% | $74,495+22.4% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 13.04% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,803 | $3,810-0.2% | $4,933-22.9% | $2,623+45.0% |
| Participant deferral / active EE | $2,902 | $7,303-60.3% | $8,070-64.0% | $4,346-33.2% |
| Admin fee / account holder | $92 | $1,739-94.7% | $12,998-99.3% | $1,942-95.3% |