Filed November 14, 2017
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 INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $29,703 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $23,805 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $13,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,430 | $79,124+54.7% | $60,874+101.1% | $64,808+88.9% |
| Participation rate | 95.0% | 77.7%+17.2pp | 73.1%+21.9pp | 71.5%+23.5pp |
| Annual return | -9.79% | -7.13%-2.7pp | 16.90%-26.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $3,514 | $3,050+15.2% | $2,701+30.1% | $2,506+40.2% |
| Participant deferral / active EE | $4,387 | $3,725+17.8% | $3,817+14.9% | $4,310+1.8% |
| Admin fee / account holder | $148 | $106+40.5% | $3,224-95.4% | $188-20.9% |