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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,082 |
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 | $47,105 | $91,762-48.7% | $67,502-30.2% | $77,643-39.3% |
| Participation rate | 57.5% | 75.9%-18.4pp | 72.9%-15.4pp | 70.6%-13.1pp |
| Annual return | 17.24% | 14.87%+2.4pp | 3512.12%-3494.9pp | 31.24%-14.0pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,174 | $3,903-44.3% | $4,000-45.6% | $4,647-53.2% |
| Admin fee / account holder | $43 | $176-75.5% | $3,998-98.9% | $430-90.0% |