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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $30,381 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $139 |
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 | $50,266 | $60,795-17.3% | $69,455-27.6% | $65,185-22.9% |
| Participation rate | 82.2% | 74.9%+7.4pp | 74.6%+7.6pp | 70.2%+12.0pp |
| Annual return | 19.01% | 17.46%+1.6pp | 28.97%-10.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $3,786 | $2,452+54.4% | $2,779+36.2% | $2,177+73.9% |
| Participant deferral / active EE | $966 | $3,162-69.5% | $3,535-72.7% | $3,514-72.5% |
| Admin fee / account holder | $144 | $314-54.2% | $3,839-96.3% | $847-83.0% |