Filed April 18, 2018
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 99 · EIN 13-1624203 | Other Fees | $37,596 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $13,875 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,038 | $64,705+107.2% | $62,929+113.0% | $67,986+97.2% |
| Participation rate | 73.1% | 65.6%+7.5pp | 73.1%0pp | 57.2%+15.9pp |
| Annual return | 14.31% | 20.31%-6.0pp | 1063.93%-1049.6pp | 31.67%-17.4pp |
| Employer contribution / active EE | $4,392 | $2,376+84.9% | $2,505+75.4% | $2,019+117.6% |
| Participant deferral / active EE | $4,527 | $3,198+41.6% | $3,888+16.4% | $3,358+34.8% |
| Admin fee / account holder | $213 | $1,428-85.1% | $5,065-95.8% | $3,203-93.3% |