Filed August 14, 2017
Total covered: 2 employees
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 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,002 | $67,984+228.0% | $65,493+240.5% | $74,304+200.1% |
| Participation rate | 99.5% | 66.3%+33.2pp | 73.1%+26.4pp | 60.3%+39.2pp |
| Annual return | 14.18% | 19.87%-5.7pp | 982.45%-968.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $6,344 | $2,491+154.6% | $2,574+146.4% | $2,241+183.0% |
| Participant deferral / active EE | $7,009 | $3,346+109.4% | $3,961+76.9% | $3,767+86.0% |
| Admin fee / account holder | $11 | $1,373-99.2% | $5,028-99.8% | $2,969-99.6% |