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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $20,471 |
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 | $121,043 | $94,833+27.6% | $75,696+59.9% | $86,799+39.5% |
| Participation rate | 68.3% | 79.1%-10.8pp | 74.8%-6.6pp | 72.3%-4.0pp |
| Annual return | 14.37% | 16.91%-2.5pp | 104.53%-90.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $5,253 | $2,904+80.9% | $2,743+91.5% | $2,405+118.4% |
| Participant deferral / active EE | $5,496 | $3,632+51.3% | $3,821+43.8% | $4,131+33.0% |
| Admin fee / account holder | $32 | $109-70.7% | $3,619-99.1% | $170-81.2% |