Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,605 |
WELL AND GOOD LLC4 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,978 | $79,124+113.6% | $60,874+177.6% | $64,808+160.7% |
| Participation rate | 96.4% | 77.7%+18.7pp | 73.1%+23.3pp | 71.5%+25.0pp |
| Annual return | -11.38% | -7.13%-4.3pp | 16.90%-28.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $6,394 | $3,050+109.6% | $2,701+136.7% | $2,506+155.1% |
| Participant deferral / active EE | $8,038 | $3,725+115.8% | $3,817+110.6% | $4,310+86.5% |
| Admin fee / account holder | $36 | $106-65.5% | $3,224-98.9% | $188-80.6% |