Filed April 16, 2019
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $172,600 |
CAP FINANCIAL PARTNERS, LLC10+ years Service code 16 · EIN 26-0058143 | Consulting | $50,625 |
GROOM LAW GROUP4 years Service code 29 · EIN 52-1219029 | Legal | $30,988 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $17,500 |
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 | $125,866 | $122,186+3.0% | $146,958-14.4% | $199,593-36.9% |
| Participation rate | 96.3% | 78.3%+18.0pp | 82.2%+14.1pp | 72.0%+24.3pp |
| Annual return | 10.60% | 30.56%-20.0pp | 418.34%-407.7pp | 34.25%-23.7pp |
| Employer contribution / active EE | $13,069 | $4,093+219.3% | $4,933+164.9% | $3,034+330.7% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $87 | $179-51.3% | $12,998-99.3% | $269-67.6% |