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 INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $16,145 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 26-2968534 3840 N YORK ST STE 100 · DENVER, CO 802053573 | Advisory (Plan) | $9,067 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,809 | $60,989-42.9% | $60,874-42.8% | $66,914-48.0% |
| Participation rate | 95.3% | 74.5%+20.8pp | 73.1%+22.2pp | 69.8%+25.5pp |
| Annual return | -11.30% | -9.60%-1.7pp | 16.90%-28.2pp | 1.58%-12.9pp |
| Employer contribution / active EE | $1,042 | $2,661-60.8% | $2,701-61.4% | $2,544-59.0% |
| Participant deferral / active EE | $3,342 | $3,615-7.5% | $3,817-12.4% | $4,237-21.1% |
| Admin fee / account holder | $60 | $338-82.3% | $3,224-98.1% | $593-89.9% |