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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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $1,150 |
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 | $68,010 | $80,717-15.7% | $154,803-56.1% | $84,808-19.8% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 9.68% | 37.96%-28.3pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $2,157 | $2,761-21.9% | $4,305-49.9% | $2,631-18.0% |
| Participant deferral / active EE | $2,786 | $3,303-15.7% | $5,540-49.7% | $4,212-33.9% |
| Admin fee / account holder | $9 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |