Filed December 20, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,540 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $56,853 |
MCSOLEY MCCOY & CO2 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $32,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,279 | $96,018+66.9% | $65,493+144.7% | $85,563+87.3% |
| Participation rate | 95.1% | 74.8%+20.3pp | 73.1%+22.0pp | 66.0%+29.1pp |
| Annual return | 14.45% | 14.51%-0.1pp | 982.45%-968.0pp | 31.51%-17.1pp |
| Employer contribution / active EE | $2,105 | $3,235-34.9% | $2,574-18.2% | $2,654-20.7% |
| Participant deferral / active EE | $5,981 | $4,055+47.5% | $3,961+51.0% | $4,375+36.7% |
| Admin fee / account holder | $242 | $271-10.4% | $5,028-95.2% | $834-70.9% |