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 |
|---|---|---|
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $15,866 |
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 | $94,460 | $67,984+38.9% | $65,493+44.2% | $74,304+27.1% |
| Participation rate | 95.1% | 66.3%+28.8pp | 73.1%+22.1pp | 60.3%+34.8pp |
| Annual return | 10.57% | 19.87%-9.3pp | 982.45%-971.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $5,491 | $2,491+120.4% | $2,574+113.3% | $2,241+145.0% |
| Participant deferral / active EE | $4,886 | $3,346+46.0% | $3,961+23.3% | $3,767+29.7% |
| Admin fee / account holder | $51 | $1,373-96.3% | $5,028-99.0% | $2,969-98.3% |