Filed December 27, 2024 (most recent of 2 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 | $20,015 |
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 | $30,346 | $70,083-56.7% | $59,878-49.3% | $55,725-45.5% |
| Participation rate | 94.1% | 78.4%+15.7pp | 74.7%+19.4pp | 70.9%+23.2pp |
| Annual return | 1.29% | 3.13%-1.8pp | 3.46%-2.2pp | 244.93%-243.6pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,895 | $3,079-6.0% | $3,402-14.9% | $3,356-13.7% |
| Admin fee / account holder | $26 | $70-63.2% | $3,590-99.3% | $115-77.5% |