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 | $69,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,752 | $91,621+41.6% | $67,511+92.2% | $77,671+67.1% |
| Participation rate | 99.6% | 76.0%+23.6pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 14.54% | 14.87%-0.3pp | 3517.41%-3502.9pp | 31.21%-16.7pp |
| Employer contribution / active EE | $4,601 | $3,184+44.5% | $2,733+68.4% | $2,726+68.8% |
| Participant deferral / active EE | $6,383 | $3,906+63.4% | $4,000+59.6% | $4,648+37.3% |
| Admin fee / account holder | $153 | $176-13.1% | $3,999-96.2% | $430-64.4% |