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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $189,710 |
CAP FINANCIAL PARTNERS, LLC7+ years Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $23,738 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $15,992 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $11,000 |
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 | $122,121 | $120,450+1.4% | $159,436-23.4% | $93,030+31.3% |
| Participation rate | 90.8% | 78.0%+12.8pp | 82.8%+8.0pp | 73.9%+16.9pp |
| Annual return | 13.90% | 27.11%-13.2pp | 263.57%-249.7pp | 158.70%-144.8pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $7,865 | $7,283+8.0% | $7,352+7.0% | $4,562+72.4% |
| Admin fee / account holder | $111 | $137-19.1% | $10,799-99.0% | $152-27.1% |