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 8-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 |
|---|---|---|
TIAA7 years Service code 12 · EIN 13-1624203 | Claims processing; Participant commun... | $17,729 |
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 | $147,674 | $60,323+144.8% | $81,812+80.5% | $74,495+98.2% |
| Participation rate | 64.5% | 62.9%+1.7pp | 72.3%-7.8pp | 67.2%-2.7pp |
| Annual return | 14.24% | 16.90%-2.7pp | 773.79%-759.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,943 | $3,387+105.0% | $4,319+60.8% | $4,346+59.8% |
| Admin fee / account holder | $142 | $1,486-90.5% | $7,386-98.1% | $1,942-92.7% |