Filed October 18, 2022 (most recent of 19 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $494,720 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,749 | $145,906+65.0% | $67,502+256.7% | $106,382+126.3% |
| Participation rate | 70.7% | 67.1%+3.6pp | 72.9%-2.2pp | 69.9%+0.8pp |
| Annual return | 12.32% | 15.10%-2.8pp | 3512.12%-3499.8pp | 17.37%-5.1pp |
| Employer contribution / active EE | $4,657 | $6,028-22.7% | $2,731+70.5% | $3,364+38.5% |
| Participant deferral / active EE | $5,095 | $5,093+0.1% | $4,000+27.4% | $5,569-8.5% |
| Admin fee / account holder | $17 | $38-55.0% | $3,998-99.6% | $79-78.5% |