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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $235 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,784 | $65,557-77.4% | $64,056-76.9% | $71,457-79.3% |
| Participation rate | 98.7% | 73.2%+25.6pp | 72.3%+26.4pp | 67.9%+30.8pp |
| Annual return | 16.22% | 18.94%-2.7pp | 33.69%-17.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $681 | $2,669-74.5% | $2,747-75.2% | $2,588-73.7% |
| Participant deferral / active EE | $488 | $3,626-86.6% | $3,880-87.4% | $4,289-88.6% |
| Admin fee / account holder | $4 | $616-99.3% | $3,068-99.9% | $1,587-99.7% |