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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,944 | $94,833-52.6% | $75,696-40.6% | $86,799-48.2% |
| Participation rate | 94.6% | 79.1%+15.5pp | 74.8%+19.7pp | 72.3%+22.3pp |
| Annual return | 15.01% | 16.91%-1.9pp | 104.53%-89.5pp | 97.91%-82.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,229 | $3,632-11.1% | $3,821-15.5% | $4,131-21.8% |
| Admin fee / account holder | $40 | $109-63.1% | $3,619-98.9% | $170-76.4% |