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 |
|---|---|---|
TIAA2 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $17,237 |
LPL FINANCIAL2 years Service code 26 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $10,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,780 | $65,557+3.4% | $64,056+5.8% | $71,457-5.1% |
| Participation rate | 76.4% | 73.2%+3.3pp | 72.3%+4.1pp | 67.9%+8.5pp |
| Annual return | 12.42% | 18.94%-6.5pp | 33.69%-21.3pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,989 | $2,669+12.0% | $2,747+8.8% | $2,588+15.5% |
| Participant deferral / active EE | $3,213 | $3,626-11.4% | $3,880-17.2% | $4,289-25.1% |
| Admin fee / account holder | $76 | $616-87.6% | $3,068-97.5% | $1,587-95.2% |