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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,644 | $79,124-49.9% | $60,874-34.9% | $64,808-38.8% |
| Participation rate | 93.2% | 77.7%+15.5pp | 73.1%+20.1pp | 71.5%+21.8pp |
| Annual return | -9.95% | -7.13%-2.8pp | 16.90%-26.8pp | 32.82%-42.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,337 | $3,725-10.4% | $3,817-12.6% | $4,310-22.6% |
| Admin fee / account holder | $37 | $106-65.4% | $3,224-98.9% | $188-80.6% |