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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $475 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,405 | $74,706-72.7% | $75,696-73.0% | $79,386-74.3% |
| Participation rate | 92.3% | 75.3%+16.9pp | 74.8%+17.4pp | 70.7%+21.6pp |
| Annual return | 20.16% | 18.52%+1.6pp | 104.53%-84.4pp | 116.85%-96.7pp |
| Employer contribution / active EE | $3,532 | $2,590+36.4% | $2,743+28.8% | $2,427+45.5% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-99.9% | $3,619-100.0% | $626-99.9% |