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 | $47,479+23.1% | $62,929-7.1% | $82,448-29.1% |
| Participation rate | 98.1% | 66.9%+31.2pp | 73.1%+25.0pp | 68.1%+30.0pp |
| Annual return | 10.53% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,742 | $1,885+45.5% | $2,505+9.5% | $2,551+7.5% |
| Participant deferral / active EE | $6,552 | $2,870+128.3% | $3,888+68.5% | $4,139+58.3% |
| Admin fee / account holder | $105 | $3,804-97.2% | $5,065-97.9% | $7,234-98.5% |