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 ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $8,147 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $6,574 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,459 | $48,795+19.8% | $65,493-10.7% | $84,808-31.1% |
| Participation rate | 98.1% | 67.0%+31.1pp | 73.1%+25.0pp | 68.3%+29.8pp |
| Annual return | 10.53% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,742 | $1,930+42.1% | $2,574+6.5% | $2,631+4.2% |
| Participant deferral / active EE | $6,552 | $2,928+123.7% | $3,961+65.4% | $4,212+55.6% |
| Admin fee / account holder | $105 | $3,877-97.3% | $5,028-97.9% | $7,344-98.6% |