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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $182,923 |
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 | $26,102 |
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 | $121,842 | $122,186-0.3% | $146,958-17.1% | $199,593-39.0% |
| Participation rate | 92.6% | 78.3%+14.3pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 11.64% | 30.56%-18.9pp | 418.34%-406.7pp | 34.25%-22.6pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $8,504 | $8,5020% | $8,070+5.4% | $5,087+67.2% |
| Admin fee / account holder | $93 | $179-48.2% | $12,998-99.3% | $269-65.6% |