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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $40,674 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 5700 W 12TH ST, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Participants) | $26,405 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,938 | $94,833-34.7% | $75,696-18.2% | $86,799-28.6% |
| Participation rate | 30.9% | 79.1%-48.2pp | 74.8%-44.0pp | 72.3%-41.4pp |
| Annual return | 13.71% | 16.91%-3.2pp | 104.53%-90.8pp | 97.91%-84.2pp |
| Employer contribution / active EE | $1,506 | $2,904-48.2% | $2,743-45.1% | $2,405-37.4% |
| Participant deferral / active EE | $430 | $3,632-88.2% | $3,821-88.7% | $4,131-89.6% |
| Admin fee / account holder | $184 | $109+69.3% | $3,619-94.9% | $170+8.5% |