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 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $5,932 |
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 | $101,265 | $67,984+49.0% | $65,493+54.6% | $74,304+36.3% |
| Participation rate | 66.2% | 66.3%-0.1pp | 73.1%-6.9pp | 60.3%+5.8pp |
| Annual return | 12.23% | 19.87%-7.6pp | 982.45%-970.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,395 | $3,346+91.1% | $3,961+61.4% | $3,767+69.8% |
| Admin fee / account holder | $32 | $1,373-97.6% | $5,028-99.4% | $2,969-98.9% |