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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 TIAA-TEACHERS INSURANCE AND ANNUITY · NEW YORK, NY 100173206 | Recordkeeping | $300 |
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 | $32,898 | $56,485-41.8% | $185,823-82.3% | $86,799-62.1% |
| Participation rate | 37.4% | 65.5%-28.1pp | 81.7%-44.3pp | 72.3%-34.9pp |
| Annual return | 26.78% | 118.04%-91.3pp | 122.05%-95.3pp | 97.91%-71.1pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,679 | $2,553-34.3% | $5,568-69.9% | $4,131-59.4% |
| Admin fee / account holder | $1 | $150-99.4% | $16,237-100.0% | $170-99.5% |