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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,778 |
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 | $94,005 | $65,557+43.4% | $64,056+46.8% | $71,457+31.6% |
| Participation rate | 94.4% | 73.2%+21.3pp | 72.3%+22.1pp | 67.9%+26.5pp |
| Annual return | 15.68% | 18.94%-3.3pp | 33.69%-18.0pp | 28.85%-13.2pp |
| Employer contribution / active EE | $4,735 | $2,669+77.4% | $2,747+72.4% | $2,588+83.0% |
| Participant deferral / active EE | $5,790 | $3,626+59.7% | $3,880+49.2% | $4,289+35.0% |
| Admin fee / account holder | $72 | $616-88.2% | $3,068-97.6% | $1,587-95.4% |