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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $44,825 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $41,128 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $13,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,786 | $83,884+57.1% | $64,056+105.7% | $74,419+77.1% |
| Participation rate | 98.9% | 76.6%+22.3pp | 72.3%+26.6pp | 70.7%+28.2pp |
| Annual return | 13.53% | 16.57%-3.0pp | 33.69%-20.2pp | 34.38%-20.9pp |
| Employer contribution / active EE | $3,597 | $3,084+16.7% | $2,747+31.0% | $2,637+36.4% |
| Participant deferral / active EE | $4,243 | $3,692+14.9% | $3,880+9.4% | $4,528-6.3% |
| Admin fee / account holder | $163 | $196-16.8% | $3,068-94.7% | $348-53.1% |