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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $26,811 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $708 |
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 | $44,730 | $55,002-18.7% | $59,878-25.3% | $56,287-20.5% |
| Participation rate | 79.9% | 75.9%+4.0pp | 74.7%+5.2pp | 69.9%+10.0pp |
| Annual return | -3.69% | 1.13%-4.8pp | 3.46%-7.2pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,667 | $2,448+49.8% | $2,722+34.7% | $2,111+73.7% |
| Participant deferral / active EE | $673 | $3,121-78.4% | $3,402-80.2% | $3,350-79.9% |
| Admin fee / account holder | $127 | $236-45.9% | $3,590-96.4% | $521-75.5% |