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 |
|---|---|---|
TIAA6 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $13,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,787 | $69,763+25.8% | $67,502+30.0% | $74,495+17.8% |
| Participation rate | 95.2% | 71.4%+23.9pp | 72.9%+22.4pp | 67.2%+28.0pp |
| Annual return | 13.71% | -40.34%+54.1pp | 3512.12%-3498.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $5,010 | $2,704+85.3% | $2,731+83.5% | $2,623+91.0% |
| Participant deferral / active EE | $4,220 | $3,636+16.1% | $4,000+5.5% | $4,346-2.9% |
| Admin fee / account holder | $41 | $896-95.5% | $3,998-99.0% | $1,942-97.9% |