Filed June 3, 2016
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1426213 | Recordkeeping Fees | $27,911 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,980 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,340 | $69,763+141.3% | $67,502+149.4% | $74,495+126.0% |
| Participation rate | 86.1% | 71.4%+14.7pp | 72.9%+13.2pp | 67.2%+18.9pp |
| Annual return | 13.31% | -40.34%+53.6pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,357 | $2,704+61.2% | $2,731+59.6% | $2,623+66.1% |
| Participant deferral / active EE | $5,696 | $3,636+56.7% | $4,000+42.4% | $4,346+31.1% |
| Admin fee / account holder | $136 | $896-84.8% | $3,998-96.6% | $1,942-93.0% |