Filed November 20, 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,227 | $74,706+15.4% | $75,696+13.9% | $79,386+8.6% |
| Participation rate | 99.1% | 75.3%+23.8pp | 74.8%+24.3pp | 70.7%+28.4pp |
| Annual return | 16.00% | 18.52%-2.5pp | 104.53%-88.5pp | 116.85%-100.9pp |
| Employer contribution / active EE | $5,628 | $2,590+117.3% | $2,743+105.2% | $2,427+131.8% |
| Participant deferral / active EE | $6,193 | $3,533+75.3% | $3,821+62.1% | $4,046+53.1% |
| Admin fee / account holder | $1 | $374-99.7% | $3,619-100.0% | $626-99.8% |