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 TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $65,812 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $15,000 |
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 | $122,713 | $50,982+140.7% | $154,803-20.7% | $85,563+43.4% |
| Participation rate | 99.3% | 59.8%+39.5pp | 78.1%+21.3pp | 66.0%+33.4pp |
| Annual return | 15.91% | 30.35%-14.4pp | 58.88%-43.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $8,414 | $2,474+240.1% | $5,540+51.9% | $4,375+92.3% |
| Admin fee / account holder | $77 | $846-90.9% | $14,329-99.5% | $834-90.7% |