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 |
|---|---|---|
Filed as: TEACHERS INSURANCE & ANNUITY ASSOCI Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $4,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,187 | $49,227+75.1% | $70,449+22.3% | $79,858+7.9% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 10.92% | 30.06%-19.1pp | 109.03%-98.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $506 | $2,099-75.9% | $2,737-81.5% | $2,471-79.5% |
| Participant deferral / active EE | $3,024 | $2,768+9.3% | $3,709-18.5% | $3,740-19.1% |
| Admin fee / account holder | $66 | $2,878-97.7% | $3,845-98.3% | $5,306-98.8% |