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 6-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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,352 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,167 | $50,127-89.7% | $149,673-96.5% | $80,160-93.6% |
| Participation rate | 90.5% | 64.3%+26.2pp | 78.8%+11.7pp | 72.9%+17.6pp |
| Annual return | 25.85% | 29.82%-4.0pp | 134.42%-108.6pp | 40.38%-14.5pp |
| Employer contribution / active EE | $978 | $1,865-47.5% | $4,818-79.7% | $2,978-67.2% |
| Participant deferral / active EE | $1,888 | $3,194-40.9% | $5,680-66.8% | $5,017-62.4% |
| Admin fee / account holder | $3 | $153-98.3% | $13,210-100.0% | $145-98.2% |