Filed January 11, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $50,783 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,531 | $53,136-42.5% | $155,509-80.4% | $199,593-84.7% |
| Participation rate | 90.6% | 64.1%+26.5pp | 78.2%+12.4pp | 72.0%+18.6pp |
| Annual return | 14.51% | 41.15%-26.6pp | 64.67%-50.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $887 | $1,851-52.1% | $4,672-81.0% | $3,034-70.8% |
| Participant deferral / active EE | $3,116 | $3,161-1.4% | $5,626-44.6% | $5,087-38.7% |
| Admin fee / account holder | $37 | $185-79.9% | $15,912-99.8% | $269-86.1% |