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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,985 |
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 | $83,073 | $50,982+62.9% | $154,803-46.3% | $85,563-2.9% |
| Participation rate | 68.6% | 59.8%+8.8pp | 78.1%-9.5pp | 66.0%+2.6pp |
| Annual return | 16.21% | 30.35%-14.1pp | 58.88%-42.7pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,410 | $1,708+41.1% | $4,305-44.0% | $2,654-9.2% |
| Participant deferral / active EE | $4,362 | $2,474+76.3% | $5,540-21.3% | $4,375-0.3% |
| Admin fee / account holder | $86 | $846-89.9% | $14,329-99.4% | $834-89.7% |