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 8-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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $119,705 |
Service code 28 · EIN 20-4668732 | Investment Management | $20,000 |
METLIFE LIFE INSURANCE COMPANY4+ years Service code 50 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $1,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $65,638 | $56,095+17.0% | $178,490-63.2% | $90,288-27.3% |
| Participation rate | 42.8% | 65.6%-22.7pp | 81.9%-39.1pp | 73.4%-30.5pp |
| Annual return | 9.73% | 28.81%-19.1pp | 151.07%-141.3pp | 53.97%-44.2pp |
| Employer contribution / active EE | $356 | $1,572-77.4% | $5,011-92.9% | $2,524-85.9% |
| Participant deferral / active EE | $2,119 | $2,669-20.6% | $5,202-59.3% | $4,232-49.9% |
| Admin fee / account holder | $227 | $101+125.3% | $13,984-98.4% | $114+98.8% |