See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 17 · EIN 04-3046611 | Pension Consulting | $38,076 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $32,478 |
Participant contribution per participant 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 | $34,530 | $60,989-43.4% | $60,874-43.3% | $66,914-48.4% |
| Participation rate | 72.1% | 74.5%-2.4pp | 73.1%-1.0pp | 69.8%+2.3pp |
| Annual return | -3.57% | -9.60%+6.0pp | 16.90%-20.5pp | 1.58%-5.2pp |
| Employer contribution / active EE | $2,171 | $2,661-18.4% | $2,701-19.6% | $2,544-14.7% |
| Participant deferral / active EE | $923 | $3,615-74.5% | $3,817-75.8% | $4,237-78.2% |
| Admin fee / account holder | $205 | $338-39.4% | $3,224-93.6% | $593-65.4% |