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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,909 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,876 | $79,124-71.1% | $60,874-62.4% | $64,808-64.7% |
| Participation rate | 88.8% | 77.7%+11.1pp | 73.1%+15.7pp | 71.5%+17.3pp |
| Annual return | -14.51% | -7.13%-7.4pp | 16.90%-31.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,710 | $3,050-43.9% | $2,701-36.7% | $2,506-31.7% |
| Participant deferral / active EE | $1,851 | $3,725-50.3% | $3,817-51.5% | $4,310-57.1% |
| Admin fee / account holder | $20 | $106-81.4% | $3,224-99.4% | $188-89.5% |