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 | $2,766 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,030 | $42,894+77.3% | $60,874+24.9% | $68,494+11.0% |
| Participation rate | 97.7% | 66.8%+30.9pp | 73.1%+24.6pp | 67.9%+29.8pp |
| Annual return | -11.09% | -13.98%+2.9pp | 16.90%-28.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $3,816 | $1,978+92.9% | $2,701+41.3% | $2,596+47.0% |
| Participant deferral / active EE | $3,992 | $2,867+39.3% | $3,817+4.6% | $4,027-0.9% |
| Admin fee / account holder | $25 | $3,101-99.2% | $3,224-99.2% | $5,403-99.5% |