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+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $975 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,894 | $112,772-50.4% | $57,343-2.5% | $59,188-5.6% |
| Participation rate | 21.0% | 71.3%-50.3pp | 75.1%-54.1pp | 69.4%-48.4pp |
| Annual return | 2.49% | 0.85%+1.6pp | 24.39%-21.9pp | 5.51%-3.0pp |
| Employer contribution / active EE | $937 | $3,400-72.4% | $2,689-65.2% | $2,098-55.3% |
| Participant deferral / active EE | $1,443 | $3,010-52.1% | $3,162-54.4% | $3,265-55.8% |
| Admin fee / account holder | $1 | $144-99.3% | $3,356-100.0% | $92-98.9% |