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 | $67,984+97.2% | $65,493+104.7% | $74,304+80.4% |
| Participation rate | 73.1% | 66.3%+6.8pp | 73.1%0pp | 60.3%+12.7pp |
| Annual return | 14.31% | 19.87%-5.6pp | 982.45%-968.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $4,392 | $2,491+76.3% | $2,574+70.6% | $2,241+96.0% |
| Participant deferral / active EE | $4,527 | $3,346+35.3% | $3,961+14.3% | $3,767+20.2% |
| Admin fee / account holder | $213 | $1,373-84.5% | $5,028-95.8% | $2,969-92.8% |