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 | $96,018+44.0% | $65,493+111.1% | $85,563+61.6% |
| Participation rate | 74.1% | 74.8%-0.7pp | 73.1%+1.0pp | 66.0%+8.1pp |
| Annual return | 12.31% | 14.51%-2.2pp | 982.45%-970.1pp | 31.51%-19.2pp |
| Employer contribution / active EE | $4,640 | $3,235+43.4% | $2,574+80.2% | $2,654+74.8% |
| Participant deferral / active EE | $6,154 | $4,055+51.8% | $3,961+55.4% | $4,375+40.6% |
| Admin fee / account holder | $63 | $271-76.7% | $5,028-98.7% | $834-92.4% |