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 |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $96 |
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 | $41,407 | $65,241-36.5% | $126,539-67.3% | $85,563-51.6% |
| Participation rate | 36.5% | 48.6%-12.1pp | 69.8%-33.3pp | 66.0%-29.4pp |
| Annual return | 16.37% | 42.19%-25.8pp | 425.95%-409.6pp | 31.51%-15.1pp |
| Employer contribution / active EE | $907 | $1,937-53.2% | $3,674-75.3% | $2,654-65.8% |
| Participant deferral / active EE | $0 | $3,032-100.0% | $4,083-100.0% | $4,375-100.0% |
| Admin fee / account holder | $14 | $1,031-98.7% | $6,065-99.8% | $834-98.4% |