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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,564 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $24,290 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $15,500 |
SETAWAY LLC1 year Service code 10 · EIN 46-5055797 | Accounting | $14,864 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,806 | $91,762+56.7% | $67,502+113.0% | $77,643+85.2% |
| Participation rate | 94.9% | 75.9%+19.0pp | 72.9%+22.1pp | 70.6%+24.4pp |
| Annual return | 11.08% | 14.87%-3.8pp | 3512.12%-3501.0pp | 31.24%-20.2pp |
| Employer contribution / active EE | $4,918 | $3,181+54.6% | $2,731+80.1% | $2,726+80.4% |
| Participant deferral / active EE | $6,245 | $3,903+60.0% | $4,000+56.1% | $4,647+34.4% |
| Admin fee / account holder | $182 | $176+3.5% | $3,998-95.4% | $430-57.7% |