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 AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $31,507 |
WELL AND GOOD LLC1 year Service code 15 · EIN 27-0984119 1710 ADAMS · MADISON, WI 537112142 | Recordkeeping | $7,295 |
TIAA7+ years Filed as: TIAA-CREF Service code 13 | Contract Administrator | $0 |
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 | $133,055 | $74,706+78.1% | $75,696+75.8% | $79,386+67.6% |
| Participation rate | 65.7% | 75.3%-9.7pp | 74.8%-9.2pp | 70.7%-5.0pp |
| Annual return | 13.65% | 18.52%-4.9pp | 104.53%-90.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $3,465 | $2,590+33.8% | $2,743+26.3% | $2,427+42.8% |
| Participant deferral / active EE | $4,827 | $3,533+36.6% | $3,821+26.3% | $4,046+19.3% |
| Admin fee / account holder | $142 | $374-62.1% | $3,619-96.1% | $626-77.3% |