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 | $64,705+40.1% | $62,929+44.0% | $67,986+33.3% |
| Participation rate | 95.1% | 65.6%+29.5pp | 73.1%+22.0pp | 57.2%+37.9pp |
| Annual return | 9.91% | 20.31%-10.4pp | 1063.93%-1054.0pp | 31.67%-21.8pp |
| Employer contribution / active EE | $1,919 | $2,376-19.2% | $2,505-23.4% | $2,019-4.9% |
| Participant deferral / active EE | $3,241 | $3,198+1.3% | $3,888-16.7% | $3,358-3.5% |
| Admin fee / account holder | $1 | $1,428-99.9% | $5,065-100.0% | $3,203-100.0% |