Filed November 11, 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 |
|---|---|---|
TFS ADVISORY SERVICES8+ years Filed as: TFS SECURITIES INC Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $35,349 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,008 | $47,722-72.7% | $82,719-84.3% | $64,808-79.9% |
| Participation rate | 83.9% | 67.6%+16.2pp | 72.6%+11.3pp | 71.5%+12.4pp |
| Annual return | -16.71% | -13.05%-3.7pp | 701.18%-717.9pp | 32.82%-49.5pp |
| Employer contribution / active EE | $324 | $2,179-85.1% | $3,009-89.2% | $2,506-87.1% |
| Participant deferral / active EE | $1,731 | $3,329-48.0% | $4,395-60.6% | $4,310-59.8% |
| Admin fee / account holder | $17 | $143-88.2% | $5,329-99.7% | $188-91.0% |