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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,213 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $52,906 | $91,762-42.3% | $67,502-21.6% | $77,643-31.9% |
| Participation rate | 92.0% | 75.9%+16.1pp | 72.9%+19.1pp | 70.6%+21.4pp |
| Annual return | 16.91% | 14.87%+2.0pp | 3512.12%-3495.2pp | 31.24%-14.3pp |
| Employer contribution / active EE | $498 | $3,181-84.3% | $2,731-81.8% | $2,726-81.7% |
| Participant deferral / active EE | $1,094 | $3,903-72.0% | $4,000-72.6% | $4,647-76.5% |
| Admin fee / account holder | $14 | $176-92.0% | $3,998-99.6% | $430-96.7% |