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 |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 | Plan Administrator | $478 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,108 | $65,557-11.4% | $64,056-9.3% | $71,457-18.7% |
| Participation rate | 97.4% | 73.2%+24.2pp | 72.3%+25.1pp | 67.9%+29.5pp |
| Annual return | 14.70% | 18.94%-4.2pp | 33.69%-19.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $475 | $2,669-82.2% | $2,747-82.7% | $2,588-81.6% |
| Participant deferral / active EE | $1,242 | $3,626-65.7% | $3,880-68.0% | $4,289-71.0% |
| Admin fee / account holder | $1 | $616-99.9% | $3,068-100.0% | $1,587-100.0% |