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 |
|---|---|---|
TIAA1 year Filed as: TIAA TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $9,120 |
LPL FINANCIAL1 year Service code 26 · EIN 95-2834236 | Advisory (Participants) | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,818 | $60,989+1.4% | $60,874+1.6% | $66,914-7.6% |
| Participation rate | 91.7% | 74.5%+17.2pp | 73.1%+18.6pp | 69.8%+21.9pp |
| Annual return | -8.30% | -9.60%+1.3pp | 16.90%-25.2pp | 1.58%-9.9pp |
| Employer contribution / active EE | $3,316 | $2,661+24.6% | $2,701+22.7% | $2,544+30.3% |
| Participant deferral / active EE | $3,552 | $3,615-1.7% | $3,817-6.9% | $4,237-16.2% |
| Admin fee / account holder | $58 | $338-82.7% | $3,224-98.2% | $593-90.2% |