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 65 · EIN 13-1624203 | Account Maintenance | $1,866 |
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 | $76,367 | $48,230+58.3% | $67,502+13.1% | $80,856-5.6% |
| Participation rate | 94.6% | 66.4%+28.2pp | 72.9%+21.7pp | 67.6%+26.9pp |
| Annual return | 11.56% | 18.28%-6.7pp | 3512.12%-3500.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,862 | $2,020+91.2% | $2,731+41.4% | $2,755+40.2% |
| Participant deferral / active EE | $4,830 | $2,924+65.2% | $4,000+20.8% | $4,296+12.4% |
| Admin fee / account holder | $4 | $3,681-99.9% | $3,998-99.9% | $6,918-99.9% |