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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,206 | $66,124-84.6% | $90,404-88.7% | $73,488-86.1% |
| Participation rate | 90.0% | 69.7%+20.4pp | 72.7%+17.4pp | 70.7%+19.4pp |
| Annual return | 13.35% | 17.65%-4.3pp | 1293.02%-1279.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $220 | $2,346-90.6% | $3,262-93.3% | $2,270-90.3% |
| Participant deferral / active EE | $805 | $3,039-73.5% | $3,963-79.7% | $3,740-78.5% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |