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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Direct payment from the plan; Recordk... | $17,814 |
INSERO & CO. CPAS, LLP3 years Filed as: INSERO AND CO. CPAS, LLC Service code 10 · EIN 47-5324570 | Accounting | $13,490 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,487 | $84,948-10.0% | $70,449+8.6% | $73,409+4.2% |
| Participation rate | 96.8% | 79.9%+16.9pp | 75.1%+21.8pp | 72.2%+24.6pp |
| Annual return | 9.72% | 13.39%-3.7pp | 109.03%-99.3pp | 59.29%-49.6pp |
| Employer contribution / active EE | $4,709 | $2,834+66.2% | $2,737+72.1% | $2,234+110.8% |
| Participant deferral / active EE | $2,191 | $3,387-35.3% | $3,709-40.9% | $3,805-42.4% |
| Admin fee / account holder | $61 | $98-37.3% | $3,845-98.4% | $158-61.1% |