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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,802 |
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 | $62,392 | $53,516+16.6% | $126,539-50.7% | $84,808-26.4% |
| Participation rate | 86.3% | 58.2%+28.1pp | 69.8%+16.5pp | 68.3%+18.0pp |
| Annual return | 17.12% | 58.34%-41.2pp | 425.95%-408.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,166 | $1,535-24.0% | $3,674-68.3% | $2,631-55.7% |
| Participant deferral / active EE | $6,142 | $2,671+130.0% | $4,083+50.4% | $4,212+45.8% |
| Admin fee / account holder | $111 | $4,497-97.5% | $6,065-98.2% | $7,344-98.5% |