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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,335 |
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 | $110,801 | $105,179+5.3% | $64,056+73.0% | $80,160+38.2% |
| Participation rate | 36.9% | 73.5%-36.6pp | 72.3%-35.4pp | 72.9%-36.0pp |
| Annual return | 14.29% | 20.34%-6.0pp | 33.69%-19.4pp | 40.38%-26.1pp |
| Employer contribution / active EE | $1,434 | $3,311-56.7% | $2,747-47.8% | $2,978-51.8% |
| Participant deferral / active EE | $2,159 | $4,020-46.3% | $3,880-44.4% | $5,017-57.0% |
| Admin fee / account holder | $89 | $113-21.8% | $3,068-97.1% | $145-38.9% |