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 |
|---|---|---|
TIAA5 years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $16,817 |
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 | $79,718 | $65,557+21.6% | $64,056+24.5% | $71,457+11.6% |
| Participation rate | 91.1% | 73.2%+17.9pp | 72.3%+18.8pp | 67.9%+23.2pp |
| Annual return | 10.59% | 18.94%-8.3pp | 33.69%-23.1pp | 28.85%-18.3pp |
| Employer contribution / active EE | $4,530 | $2,669+69.8% | $2,747+65.0% | $2,588+75.1% |
| Participant deferral / active EE | $4,233 | $3,626+16.8% | $3,880+9.1% | $4,289-1.3% |
| Admin fee / account holder | $55 | $616-91.1% | $3,068-98.2% | $1,587-96.6% |