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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $23,538 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $559 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,685 | $57,976-16.0% | $62,995-22.7% | $62,292-21.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 74.8%+5.2pp | 69.5%+10.5pp |
| Annual return | 15.04% | 17.54%-2.5pp | 87.57%-72.5pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,627 | $2,415+50.2% | $2,759+31.5% | $2,042+77.6% |
| Participant deferral / active EE | $583 | $2,956-80.3% | $3,329-82.5% | $3,169-81.6% |
| Admin fee / account holder | $112 | $276-59.3% | $3,600-96.9% | $479-76.6% |