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 |
|---|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $17,053 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,763 | $69,763-2.9% | $67,502+0.4% | $74,495-9.0% |
| Participation rate | 84.2% | 71.4%+12.8pp | 72.9%+11.3pp | 67.2%+17.0pp |
| Annual return | 14.95% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,512 | $2,704+29.9% | $2,731+28.6% | $2,623+33.9% |
| Participant deferral / active EE | $4,311 | $3,636+18.6% | $4,000+7.8% | $4,346-0.8% |
| Admin fee / account holder | $42 | $896-95.3% | $3,998-99.0% | $1,942-97.8% |