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 |
|---|---|---|
TIAA3 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $30,468 |
WELL AND GOOD LLC2 years Service code 15 · EIN 27-0984119 1710 ADAMS · MADISON, WI 537112142 | Recordkeeping | $6,000 |
TIAA8+ 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 | $111,462 | $60,989+82.8% | $60,874+83.1% | $66,914+66.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 73.1%-6.4pp | 69.8%-3.1pp |
| Annual return | -14.06% | -9.60%-4.5pp | 16.90%-31.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,299 | $2,661+24.0% | $2,701+22.1% | $2,544+29.7% |
| Participant deferral / active EE | $5,069 | $3,615+40.2% | $3,817+32.8% | $4,237+19.7% |
| Admin fee / account holder | $74 | $338-78.1% | $3,224-97.7% | $593-87.5% |