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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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $5,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,075 | $43,133+57.8% | $89,391-23.8% | $73,488-7.4% |
| Participation rate | 65.2% | 55.0%+10.2pp | 68.0%-2.8pp | 70.7%-5.5pp |
| Annual return | 16.48% | 135.66%-119.2pp | 245.62%-229.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,236 | $1,438-14.1% | $2,586-52.2% | $2,270-45.6% |
| Participant deferral / active EE | $1,291 | $2,445-47.2% | $3,890-66.8% | $3,740-65.5% |
| Admin fee / account holder | $41 | $444-90.8% | $4,881-99.2% | $513-92.1% |