Filed December 20, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA4+ years Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $58,283 |
NATIONWIDE3+ years Service code 72 · EIN 31-4156830 P.O. BOX 182021 · COLUMBUS, OH 432182021 | Other investment fees and expenses | $3,463 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,578 | $70,083+33.5% | $59,878+56.3% | $55,725+67.9% |
| Participation rate | 97.1% | 78.4%+18.7pp | 74.7%+22.4pp | 70.9%+26.2pp |
| Annual return | -3.75% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $6,182 | $2,878+114.8% | $2,722+127.1% | $2,078+197.5% |
| Participant deferral / active EE | $4,742 | $3,079+54.0% | $3,402+39.4% | $3,356+41.3% |
| Admin fee / account holder | $50 | $70-28.3% | $3,590-98.6% | $115-56.2% |