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 INS & ANNUITY ASSOC OF AME Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Custodial (securities); Recordkeeping... | $8,241 |
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 | $146,541 | $51,620+183.9% | $90,281+62.3% | $65,185+124.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.29% | 24.94%-3.6pp | 78.10%-56.8pp | 29.38%-8.1pp |
| Employer contribution / active EE | $12,353 | $2,235+452.8% | $2,854+332.8% | $2,177+467.5% |
| Participant deferral / active EE | $6,126 | $2,871+113.4% | $3,885+57.7% | $3,514+74.3% |
| Admin fee / account holder | $46 | $384-88.0% | $5,351-99.1% | $847-94.5% |