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 INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $18,828 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 26-2968534 3840 N YORK ST STE 100 · DENVER, CO 802053573 | Advisory (Plan) | $8,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,157 | $65,557-41.8% | $64,056-40.4% | $71,457-46.6% |
| Participation rate | 95.4% | 73.2%+22.3pp | 72.3%+23.1pp | 67.9%+27.5pp |
| Annual return | 12.90% | 18.94%-6.0pp | 33.69%-20.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,043 | $2,669-60.9% | $2,747-62.0% | $2,588-59.7% |
| Participant deferral / active EE | $3,634 | $3,626+0.2% | $3,880-6.3% | $4,289-15.3% |
| Admin fee / account holder | $69 | $616-88.9% | $3,068-97.8% | $1,587-95.7% |