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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,631 |
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 | $135,999 | $115,444+17.8% | $65,493+107.7% | $102,872+32.2% |
| Participation rate | 35.1% | 71.2%-36.1pp | 73.1%-38.0pp | 73.0%-38.0pp |
| Annual return | 14.37% | 15.94%-1.6pp | 982.45%-968.1pp | 19.06%-4.7pp |
| Employer contribution / active EE | $1,678 | $3,409-50.8% | $2,574-34.8% | $3,526-52.4% |
| Participant deferral / active EE | $2,426 | $4,118-41.1% | $3,961-38.8% | $5,535-56.2% |
| Admin fee / account holder | $75 | $123-39.0% | $5,028-98.5% | $292-74.3% |