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 & ANNUITY ASSOC. Service code 14 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $77,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,804 | $67,984+115.9% | $65,493+124.2% | $74,304+97.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 15.79% | 19.87%-4.1pp | 982.45%-966.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $5,123 | $2,491+105.7% | $2,574+99.0% | $2,241+128.6% |
| Participant deferral / active EE | $7,167 | $3,346+114.2% | $3,961+80.9% | $3,767+90.3% |
| Admin fee / account holder | $174 | $1,373-87.4% | $5,028-96.5% | $2,969-94.2% |