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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,393 |
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 | $35,964 | $95,542-62.4% | $69,455-48.2% | $67,579-46.8% |
| Participation rate | 93.1% | 79.4%+13.8pp | 74.6%+18.5pp | 71.3%+21.8pp |
| Annual return | 20.92% | 17.67%+3.3pp | 28.97%-8.0pp | 378.56%-357.6pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,957 | $3,263-9.4% | $3,535-16.4% | $3,539-16.5% |
| Admin fee / account holder | $27 | $90-70.3% | $3,839-99.3% | $142-81.3% |