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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $2,550 |
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 | $19,277 | $65,557-70.6% | $64,056-69.9% | $71,457-73.0% |
| Participation rate | 93.4% | 73.2%+20.2pp | 72.3%+21.1pp | 67.9%+25.5pp |
| Annual return | 17.75% | 18.94%-1.2pp | 33.69%-15.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,019 | $2,669+13.1% | $2,747+9.9% | $2,588+16.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $9 | $616-98.6% | $3,068-99.7% | $1,587-99.4% |