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 |
|---|---|---|
TIAA7+ years Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Other investment fees and expenses | $103,338 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 72 · EIN 61-1758632 24 E COTA STREET · SANTA BARBARA, CA 93101 | Other investment fees and expenses | $16,418 |
NATIONWIDE6+ years Service code 72 · EIN 31-4156830 PO BOX 182021 · COLUMBUS, OH 43218 | Other investment fees and expenses | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,798 | $94,833+49.5% | $75,696+87.3% | $86,799+63.4% |
| Participation rate | 96.4% | 79.1%+17.3pp | 74.8%+21.6pp | 72.3%+24.2pp |
| Annual return | 14.31% | 16.91%-2.6pp | 104.53%-90.2pp | 97.91%-83.6pp |
| Employer contribution / active EE | $2,724 | $2,904-6.2% | $2,743-0.7% | $2,405+13.2% |
| Participant deferral / active EE | $4,841 | $3,632+33.3% | $3,821+26.7% | $4,131+17.2% |
| Admin fee / account holder | $108 | $109-0.2% | $3,619-97.0% | $170-36.0% |