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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,089 | $83,884-48.6% | $64,056-32.7% | $74,419-42.1% |
| Participation rate | 55.8% | 76.6%-20.9pp | 72.3%-16.5pp | 70.7%-15.0pp |
| Annual return | 15.52% | 16.57%-1.1pp | 33.69%-18.2pp | 34.38%-18.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,944 | $3,692-47.4% | $3,880-49.9% | $4,528-57.1% |
| Admin fee / account holder | $39 | $196-79.9% | $3,068-98.7% | $348-88.7% |