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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $86,436 |
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $21,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,560 | $105,581-15.2% | $70,449+27.1% | $90,288-0.8% |
| Participation rate | 65.6% | 77.5%-12.0pp | 75.1%-9.5pp | 73.4%-7.8pp |
| Annual return | 13.21% | 14.78%-1.6pp | 109.03%-95.8pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,036 | $3,304-38.4% | $2,737-25.6% | $2,524-19.3% |
| Participant deferral / active EE | $3,701 | $3,813-2.9% | $3,709-0.2% | $4,232-12.6% |
| Admin fee / account holder | $69 | $68+2.1% | $3,845-98.2% | $114-39.6% |