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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,761 | $50,982+91.8% | $154,803-36.8% | $85,563+14.3% |
| Participation rate | 60.6% | 59.8%+0.8pp | 78.1%-17.4pp | 66.0%-5.3pp |
| Annual return | 13.79% | 30.35%-16.6pp | 58.88%-45.1pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,512 | $1,708-11.5% | $4,305-64.9% | $2,654-43.0% |
| Participant deferral / active EE | $4,066 | $2,474+64.3% | $5,540-26.6% | $4,375-7.1% |
| Admin fee / account holder | $116 | $846-86.3% | $14,329-99.2% | $834-86.1% |