Filed August 19, 2021 (most recent of 5 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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,639 |
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 | $237,951 | $85,199+179.3% | $57,179+316.2% | $63,975+271.9% |
| Participation rate | 98.2% | 74.0%+24.2pp | 75.3%+22.8pp | 71.1%+27.1pp |
| Annual return | 8.27% | 10.43%-2.2pp | 14.59%-6.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $12,856 | $3,446+273.0% | $2,682+379.3% | $2,182+489.3% |
| Participant deferral / active EE | $10,716 | $3,109+244.7% | $3,096+246.1% | $3,356+219.3% |
| Admin fee / account holder | $1 | $39-98.0% | $3,139-100.0% | $70-98.9% |