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 64 · EIN 13-1624203 | Recordkeeping Fees | $28,458 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,081 | $53,053-3.7% | $126,539-59.6% | $74,304-31.3% |
| Participation rate | 98.1% | 48.0%+50.1pp | 69.8%+28.3pp | 60.3%+37.8pp |
| Annual return | 11.31% | 29.46%-18.1pp | 425.95%-414.6pp | 29.43%-18.1pp |
| Employer contribution / active EE | $2,491 | $1,168+113.4% | $3,674-32.2% | $2,241+11.2% |
| Participant deferral / active EE | $5,668 | $2,303+146.1% | $4,083+38.8% | $3,767+50.4% |
| Admin fee / account holder | $95 | $3,698-97.4% | $6,065-98.4% | $2,969-96.8% |