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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $28,946 |
Filed as: MML INVESTOR SERVICES, LLC Service code 26 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Advisory (Participants) | $15,004 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD · FARMINGTON, CT 060321800 | Contract Administrator | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,390 | $67,984-21.5% | $65,493-18.5% | $74,304-28.1% |
| Participation rate | 50.2% | 66.3%-16.1pp | 73.1%-22.9pp | 60.3%-10.1pp |
| Annual return | 10.32% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $510 | $2,491-79.5% | $2,574-80.2% | $2,241-77.3% |
| Participant deferral / active EE | $1,808 | $3,346-46.0% | $3,961-54.4% | $3,767-52.0% |
| Admin fee / account holder | $328 | $1,373-76.1% | $5,028-93.5% | $2,969-89.0% |