Filed January 16, 2020
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 Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services; Recordkeeping fee... | $12,997 |
INSERO & CO. CPAS, LLP4 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $5,543 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,104 | $91,762-13.8% | $67,502+17.2% | $77,643+1.9% |
| Participation rate | 92.5% | 75.9%+16.6pp | 72.9%+19.7pp | 70.6%+22.0pp |
| Annual return | 10.11% | 14.87%-4.8pp | 3512.12%-3502.0pp | 31.24%-21.1pp |
| Employer contribution / active EE | $4,827 | $3,181+51.8% | $2,731+76.8% | $2,726+77.1% |
| Participant deferral / active EE | $2,886 | $3,903-26.1% | $4,000-27.8% | $4,647-37.9% |
| Admin fee / account holder | $32 | $176-82.0% | $3,998-99.2% | $430-92.6% |