See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $32,469 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,695 | $67,984+215.8% | $65,493+227.8% | $74,304+188.9% |
| Participation rate | 96.3% | 66.3%+30.0pp | 73.1%+23.2pp | 60.3%+36.0pp |
| Annual return | 14.50% | 19.87%-5.4pp | 982.45%-967.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $7,786 | $2,491+212.5% | $2,574+202.5% | $2,241+247.4% |
| Participant deferral / active EE | $7,392 | $3,346+120.9% | $3,961+86.6% | $3,767+96.2% |
| Admin fee / account holder | $168 | $1,373-87.8% | $5,028-96.7% | $2,969-94.3% |