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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $145,737 |
CAP FINANCIAL PARTNERS, LLC9+ years Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
MERCER7 years Service code 16 · EIN 13-2834414 | Consulting | $19,500 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $18,679 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $17,000 |
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 | $115,820 | $107,459+7.8% | $135,903-14.8% | $80,160+44.5% |
| Participation rate | 96.1% | 78.0%+18.0pp | 81.9%+14.2pp | 72.9%+23.2pp |
| Annual return | 14.00% | 91.91%-77.9pp | 68.23%-54.2pp | 40.38%-26.4pp |
| Employer contribution / active EE | $12,336 | $3,877+218.2% | $4,856+154.0% | $2,978+314.3% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $85 | $127-33.2% | $10,762-99.2% | $145-41.5% |