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 ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $1,025 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,389 | $60,989-71.5% | $60,874-71.4% | $66,914-74.0% |
| Participation rate | 89.5% | 74.5%+15.0pp | 73.1%+16.4pp | 69.8%+19.7pp |
| Annual return | -15.00% | -9.60%-5.4pp | 16.90%-31.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,510 | $2,661-5.7% | $2,701-7.1% | $2,544-1.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $338-98.8% | $3,224-99.9% | $593-99.3% |