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 |
|---|---|---|
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 15 S RAYMOND AVENUE #200 · PASADENA, CA 911051979 | Investment Management | $12,596 |
TIAA6+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | 12b-1 Fees | $11,076 |
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 | $41,930 | $65,409-35.9% | $98,442-57.4% | $85,850-51.2% |
| Participation rate | 83.7% | 65.0%+18.7pp | 73.3%+10.3pp | 69.3%+14.4pp |
| Annual return | 27.53% | 21.76%+5.8pp | 1492.73%-1465.2pp | 318.53%-291.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,848 | $3,166-10.0% | $4,276-33.4% | $3,952-27.9% |
| Admin fee / account holder | $115 | $4,593-97.5% | $5,949-98.1% | $6,260-98.2% |