Filed April 23, 2019 (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 |
|---|---|---|
TIAA4 years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $11,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,359 | $60,989+25.2% | $60,874+25.4% | $66,914+14.1% |
| Participation rate | 92.1% | 74.5%+17.6pp | 73.1%+19.0pp | 69.8%+22.3pp |
| Annual return | -9.42% | -9.60%+0.2pp | 16.90%-26.3pp | 1.58%-11.0pp |
| Employer contribution / active EE | $4,625 | $2,661+73.8% | $2,701+71.2% | $2,544+81.8% |
| Participant deferral / active EE | $4,713 | $3,615+30.4% | $3,817+23.5% | $4,237+11.2% |
| Admin fee / account holder | $39 | $338-88.4% | $3,224-98.8% | $593-93.4% |