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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $11,027 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 49 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Other Services | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 22 · EIN 47-1411118 4340 REDWOOD HIGHWAY # B-60 · SAN RAFAEL, CA 94903 | Insurance Broker | $0 |
LUMSDEN & MCCORMICK LLP6 years Service code 10 · EIN 16-0765486 CYCLORAMA BUILDING · BUFFALO, NY 142021725 | Accounting | $0 |
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 | $146,344 | $67,984+115.3% | $65,493+123.4% | $74,304+97.0% |
| Participation rate | 81.7% | 66.3%+15.4pp | 73.1%+8.6pp | 60.3%+21.3pp |
| Annual return | 10.18% | 19.87%-9.7pp | 982.45%-972.3pp | 29.43%-19.2pp |
| Employer contribution / active EE | $3,052 | $2,491+22.5% | $2,574+18.5% | $2,241+36.2% |
| Participant deferral / active EE | $4,924 | $3,346+47.2% | $3,961+24.3% | $3,767+30.7% |
| Admin fee / account holder | $51 | $1,373-96.3% | $5,028-99.0% | $2,969-98.3% |