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 |
|---|---|---|
TIAA4 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $33,715 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC Service code 15 · EIN 82-3719843 PO BOX 979 · BRAINERD, MN 564010979 | Recordkeeping | $5,808 |
TIAA9+ years Filed as: TIAA-CREF Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,549 | $65,557+83.9% | $64,056+88.2% | $71,457+68.7% |
| Participation rate | 65.7% | 73.2%-7.4pp | 72.3%-6.6pp | 67.9%-2.2pp |
| Annual return | 16.20% | 18.94%-2.7pp | 33.69%-17.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,389 | $2,669+27.0% | $2,747+23.4% | $2,588+31.0% |
| Participant deferral / active EE | $5,324 | $3,626+46.8% | $3,880+37.2% | $4,289+24.1% |
| Admin fee / account holder | $63 | $616-89.8% | $3,068-97.9% | $1,587-96.0% |