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 Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $2,651 |
Annual investment return 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 | $157,548 | $48,230+226.7% | $67,502+133.4% | $80,856+94.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+29.9pp |
| Annual return | 10.62% | 18.28%-7.7pp | 3512.12%-3501.5pp | 35.59%-25.0pp |
| Employer contribution / active EE | $7,887 | $2,020+290.5% | $2,731+188.8% | $2,755+186.3% |
| Participant deferral / active EE | $7,790 | $2,924+166.4% | $4,000+94.8% | $4,296+81.3% |
| Admin fee / account holder | $18 | $3,681-99.5% | $3,998-99.5% | $6,918-99.7% |