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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,084 |
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 | $38,908 | $84,948-54.2% | $70,449-44.8% | $73,409-47.0% |
| Participation rate | 95.2% | 79.9%+15.2pp | 75.1%+20.1pp | 72.2%+23.0pp |
| Annual return | 18.20% | 13.39%+4.8pp | 109.03%-90.8pp | 59.29%-41.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,910 | $3,387-14.1% | $3,709-21.5% | $3,805-23.5% |
| Admin fee / account holder | $28 | $98-71.3% | $3,845-99.3% | $158-82.2% |