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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200 |
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 | $33,025 | $51,576-36.0% | $129,207-74.4% | $80,856-59.2% |
| Participation rate | 94.9% | 57.0%+37.9pp | 69.6%+25.3pp | 67.6%+27.3pp |
| Annual return | 11.95% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,922 | $1,584+21.3% | $4,153-53.7% | $2,755-30.2% |
| Participant deferral / active EE | $1,922 | $2,669-28.0% | $4,168-53.9% | $4,296-55.3% |
| Admin fee / account holder | $1 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |