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 |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $13,129 |
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 | $27,019 | $41,078-34.2% | $80,569-66.5% | $71,457-62.2% |
| Participation rate | 51.5% | 50.2%+1.3pp | 67.0%-15.5pp | 67.9%-16.4pp |
| Annual return | 18.53% | 38.45%-19.9pp | 935.43%-916.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,001 | $1,506-33.5% | $2,723-63.3% | $2,588-61.3% |
| Participant deferral / active EE | $1,259 | $2,699-53.4% | $4,447-71.7% | $4,289-70.6% |
| Admin fee / account holder | $85 | $1,840-95.4% | $5,377-98.4% | $1,587-94.7% |