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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,656 |
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 | $86,360 | $91,762-5.9% | $67,502+27.9% | $77,643+11.2% |
| Participation rate | 53.1% | 75.9%-22.8pp | 72.9%-19.8pp | 70.6%-17.5pp |
| Annual return | 13.08% | 14.87%-1.8pp | 3512.12%-3499.0pp | 31.24%-18.2pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,645 | $3,903-32.2% | $4,000-33.9% | $4,647-43.1% |
| Admin fee / account holder | $121 | $176-31.0% | $3,998-97.0% | $430-71.8% |