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 |
|---|---|---|
TIAA4 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $27,179 |
LPL FINANCIAL4 years Service code 26 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $12,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,724 | $96,018-21.1% | $65,493+15.6% | $85,563-11.5% |
| Participation rate | 57.0% | 74.8%-17.9pp | 73.1%-16.1pp | 66.0%-9.0pp |
| Annual return | 11.55% | 14.51%-3.0pp | 982.45%-970.9pp | 31.51%-20.0pp |
| Employer contribution / active EE | $2,426 | $3,235-25.0% | $2,574-5.8% | $2,654-8.6% |
| Participant deferral / active EE | $2,647 | $4,055-34.7% | $3,961-33.2% | $4,375-39.5% |
| Admin fee / account holder | $100 | $271-62.9% | $5,028-98.0% | $834-88.0% |