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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $143,865 |
CAP FINANCIAL PARTNERS, LLC8+ years Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $18,910 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $16,500 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,589 | $95,388+8.6% | $125,339-17.4% | $77,904+33.0% |
| Participation rate | 92.0% | 78.6%+13.4pp | 82.4%+9.7pp | 73.7%+18.4pp |
| Annual return | -11.30% | 116.19%-127.5pp | 572.05%-583.3pp | 12.21%-23.5pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $8,525 | $7,711+10.6% | $7,446+14.5% | $4,806+77.4% |
| Admin fee / account holder | $87 | $119-26.4% | $10,010-99.1% | $133-34.0% |