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 99 · EIN 13-1624203 | Other Fees | $10,143 |
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 | $21,681 | $37,393-42.0% | $77,024-71.9% | $66,914-67.6% |
| Participation rate | 44.7% | 52.9%-8.2pp | 67.9%-23.2pp | 69.8%-25.1pp |
| Annual return | -14.91% | -3.29%-11.6pp | 42.32%-57.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $947 | $1,531-38.2% | $2,812-66.3% | $2,544-62.8% |
| Participant deferral / active EE | $1,203 | $2,617-54.0% | $4,426-72.8% | $4,237-71.6% |
| Admin fee / account holder | $65 | $567-88.6% | $5,425-98.8% | $593-89.1% |