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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,425 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 27 730 THIRD AVE · NEW YORK, NY 100173206 | Advisory (Plan) | $170 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,379 | $37,039-58.5% | $147,614-89.6% | $59,188-74.0% |
| Participation rate | 83.7% | 63.8%+19.9pp | 84.6%-0.9pp | 69.4%+14.2pp |
| Annual return | 2.52% | 7.19%-4.7pp | 61.98%-59.5pp | 5.51%-3.0pp |
| Employer contribution / active EE | $356 | $1,353-73.7% | $5,564-93.6% | $2,098-83.0% |
| Participant deferral / active EE | $1,967 | $2,094-6.1% | $4,895-59.8% | $3,265-39.8% |
| Admin fee / account holder | $2 | $60-96.6% | $11,611-100.0% | $92-97.8% |