Filed October 23, 2015
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 | $86,666 |
FLEXPATH STRATEGIES, LLC2 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $46,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,342 | $46,292+175.1% | $143,757-11.4% | $64,808+96.5% |
| Participation rate | 99.0% | 64.2%+34.8pp | 80.3%+18.7pp | 71.5%+27.5pp |
| Annual return | -10.11% | -10.05%-0.1pp | -0.04%-10.1pp | 32.82%-42.9pp |
| Employer contribution / active EE | $11,293 | $1,910+491.4% | $4,951+128.1% | $2,506+350.7% |
| Participant deferral / active EE | $5,973 | $2,646+125.8% | $5,637+6.0% | $4,310+38.6% |
| Admin fee / account holder | $216 | $154+40.6% | $14,673-98.5% | $188+15.1% |