Filed December 22, 2015
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 | $14,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,173 | $50,815-60.3% | $155,509-87.0% | $77,643-74.0% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.9pp | 70.6%+28.5pp |
| Annual return | 12.63% | 34.80%-22.2pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,046 | $1,993-47.5% | $4,672-77.6% | $2,726-61.6% |
| Participant deferral / active EE | $3,511 | $2,822+24.4% | $5,626-37.6% | $4,647-24.4% |
| Admin fee / account holder | $19 | $437-95.6% | $15,912-99.9% | $430-95.5% |