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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150,124 |
CAP FINANCIAL PARTNERS, LLC6+ years Service code 16 · EIN 26-0058143 | Consulting | $70,987 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $30,556 |
Employer contribution per participant 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 | $112,334 | $127,481-11.9% | $149,696-25.0% | $90,288+24.4% |
| Participation rate | 90.2% | 78.2%+12.0pp | 82.5%+7.8pp | 73.4%+16.9pp |
| Annual return | 14.63% | 57.78%-43.2pp | 276.60%-262.0pp | 53.97%-39.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,440 | $6,975+6.7% | $6,842+8.7% | $4,232+75.8% |
| Admin fee / account holder | $93 | $152-38.5% | $9,309-99.0% | $114-18.2% |