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 ASSO Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $26,817 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 13 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Contract Administrator | $10,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,284 | $93,351+48.1% | $62,929+119.7% | $79,634+73.6% |
| Participation rate | 74.1% | 74.6%-0.5pp | 73.1%+1.0pp | 62.5%+11.6pp |
| Annual return | 12.31% | 14.37%-2.1pp | 1063.93%-1051.6pp | 36.46%-24.1pp |
| Employer contribution / active EE | $4,640 | $3,135+48.0% | $2,505+85.3% | $2,529+83.5% |
| Participant deferral / active EE | $6,154 | $3,921+56.9% | $3,888+58.3% | $3,835+60.5% |
| Admin fee / account holder | $63 | $229-72.4% | $5,065-98.8% | $1,002-93.7% |