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 |
|---|---|---|
Service code 13 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Contract Administrator | $35,241 |
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $20,883 |
TAG RESOURCES, LLC3 years Service code 14 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 379196006 | Plan Administrator | $18,273 |
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 | $58,391 | $60,989-4.3% | $60,874-4.1% | $66,914-12.7% |
| Participation rate | 96.2% | 74.5%+21.8pp | 73.1%+23.1pp | 69.8%+26.4pp |
| Annual return | -11.11% | -9.60%-1.5pp | 16.90%-28.0pp | 1.58%-12.7pp |
| Employer contribution / active EE | $4,237 | $2,661+59.2% | $2,701+56.8% | $2,544+66.5% |
| Participant deferral / active EE | $3,316 | $3,615-8.3% | $3,817-13.1% | $4,237-21.7% |
| Admin fee / account holder | $176 | $338-47.9% | $3,224-94.5% | $593-70.3% |