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 AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $550 |
Filed as: REF INVESTMENT MANAGEMENT, LLC Service code 52 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 10017 | Indirect Investment Fees | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,646 | $67,984+33.3% | $65,493+38.4% | $74,304+22.0% |
| Participation rate | 95.1% | 66.3%+28.8pp | 73.1%+22.0pp | 60.3%+34.8pp |
| Annual return | 9.91% | 19.87%-10.0pp | 982.45%-972.5pp | 29.43%-19.5pp |
| Employer contribution / active EE | $1,919 | $2,491-23.0% | $2,574-25.4% | $2,241-14.4% |
| Participant deferral / active EE | $3,241 | $3,346-3.2% | $3,961-18.2% | $3,767-14.0% |
| Admin fee / account holder | $1 | $1,373-99.9% | $5,028-100.0% | $2,969-100.0% |