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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $229,537 |
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 | $103,877 | $114,884-9.6% | $60,874+70.6% | $89,394+16.2% |
| Participation rate | 45.5% | 70.1%-24.6pp | 73.1%-27.6pp | 71.3%-25.8pp |
| Annual return | -11.42% | -13.42%+2.0pp | 16.90%-28.3pp | -11.89%+0.5pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,701-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $3,104 | $4,846-35.9% | $3,817-18.7% | $5,123-39.4% |
| Admin fee / account holder | $14 | $37-62.2% | $3,224-99.6% | $79-82.3% |