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); Contract Admi... | $13,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,208 | $66,124+137.7% | $90,404+73.9% | $73,488+113.9% |
| Participation rate | 99.1% | 69.7%+29.5pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 23.34% | 17.65%+5.7pp | 1293.02%-1269.7pp | 28.51%-5.2pp |
| Employer contribution / active EE | $12,299 | $2,346+424.2% | $3,262+277.0% | $2,270+441.8% |
| Participant deferral / active EE | $6,160 | $3,039+102.7% | $3,963+55.4% | $3,740+64.7% |
| Admin fee / account holder | $62 | $396-84.3% | $5,611-98.9% | $513-87.9% |