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 |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $17,227 |
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 | $28,766 | $44,960-36.0% | $84,966-66.1% | $74,495-61.4% |
| Participation rate | 54.0% | 49.4%+4.6pp | 67.5%-13.5pp | 67.2%-13.2pp |
| Annual return | 14.97% | 26.24%-11.3pp | 66.38%-51.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,107 | $1,457-24.1% | $2,727-59.4% | $2,623-57.8% |
| Participant deferral / active EE | $1,356 | $2,731-50.4% | $4,519-70.0% | $4,346-68.8% |
| Admin fee / account holder | $102 | $2,209-95.4% | $6,149-98.3% | $1,942-94.8% |