Filed July 19, 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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $413 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,765 | $96,458-54.6% | $136,294-67.9% | $77,958-43.9% |
| Participation rate | 99.0% | 75.4%+23.6pp | 81.9%+17.1pp | 71.6%+27.3pp |
| Annual return | 15.33% | 23.78%-8.4pp | 5155.94%-5140.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $4,529 | $3,144+44.1% | $4,695-3.5% | $2,310+96.0% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $80-99.8% | $9,243-100.0% | $97-99.8% |