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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $59,361 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $33,949 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,386 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,241 | $91,762+52.8% | $67,502+107.8% | $77,643+80.6% |
| Participation rate | 97.8% | 75.9%+21.9pp | 72.9%+24.9pp | 70.6%+27.2pp |
| Annual return | 11.58% | 14.87%-3.3pp | 3512.12%-3500.5pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,653 | $3,181+14.9% | $2,731+33.8% | $2,726+34.0% |
| Participant deferral / active EE | $4,206 | $3,903+7.7% | $4,000+5.1% | $4,647-9.5% |
| Admin fee / account holder | $190 | $176+8.1% | $3,998-95.2% | $430-55.8% |