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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,978 | $83,884+58.5% | $64,056+107.6% | $74,419+78.7% |
| Participation rate | 95.8% | 76.6%+19.1pp | 72.3%+23.5pp | 70.7%+25.0pp |
| Annual return | 16.86% | 16.57%+0.3pp | 33.69%-16.8pp | 34.38%-17.5pp |
| Employer contribution / active EE | $6,078 | $3,084+97.1% | $2,747+121.3% | $2,637+130.5% |
| Participant deferral / active EE | $5,312 | $3,692+43.9% | $3,880+36.9% | $4,528+17.3% |
| Admin fee / account holder | $37 | $196-80.9% | $3,068-98.8% | $348-89.2% |