Filed November 14, 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 |
|---|---|---|
WINDES, INC.3 years Service code 10 · EIN 95-3001179 111 W OCEAN BLVD · LONG BEACH, CA 908027929 | Accounting | $11,000 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173201 | Recordkeeping Fees | $9,285 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,672 | $60,989+45.4% | $60,874+45.7% | $66,914+32.5% |
| Participation rate | 97.4% | 74.5%+23.0pp | 73.1%+24.3pp | 69.8%+27.6pp |
| Annual return | -14.76% | -9.60%-5.2pp | 16.90%-31.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $4,958 | $2,661+86.4% | $2,701+83.5% | $2,544+94.9% |
| Participant deferral / active EE | $5,916 | $3,615+63.7% | $3,817+55.0% | $4,237+39.6% |
| Admin fee / account holder | $81 | $338-76.1% | $3,224-97.5% | $593-86.4% |