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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $217 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,677 | $113,699+184.7% | $70,449+359.4% | $93,223+247.2% |
| Participation rate | 97.7% | 77.8%+19.9pp | 75.1%+22.6pp | 74.9%+22.8pp |
| Annual return | 14.64% | 14.93%-0.3pp | 109.03%-94.4pp | 19.29%-4.6pp |
| Employer contribution / active EE | $16,241 | $3,991+307.0% | $2,737+493.5% | $2,680+506.1% |
| Participant deferral / active EE | $13,248 | $4,485+195.4% | $3,709+257.2% | $4,563+190.3% |
| Admin fee / account holder | $0 | $40-99.9% | $3,845-100.0% | $79-100.0% |