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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.
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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 |
|---|---|---|
TIAA7 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $35,249 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,763 | $69,763+12.9% | $67,502+16.7% | $74,495+5.7% |
| Participation rate | 96.6% | 71.4%+25.2pp | 72.9%+23.7pp | 67.2%+29.4pp |
| Annual return | 11.20% | -40.34%+51.5pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,954 | $2,704+9.2% | $2,731+8.2% | $2,623+12.6% |
| Participant deferral / active EE | $4,337 | $3,636+19.3% | $4,000+8.4% | $4,346-0.2% |
| Admin fee / account holder | $119 | $896-86.7% | $3,998-97.0% | $1,942-93.9% |