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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,663 | $70,083-4.9% | $59,878+11.3% | $55,725+19.6% |
| Participation rate | 66.7% | 78.4%-11.7pp | 74.7%-8.0pp | 70.9%-4.2pp |
| Annual return | -4.07% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,396 | $2,878-16.8% | $2,722-12.0% | $2,078+15.3% |
| Participant deferral / active EE | $3,792 | $3,079+23.2% | $3,402+11.5% | $3,356+13.0% |
| Admin fee / account holder | $64 | $70-9.4% | $3,590-98.2% | $115-44.7% |