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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $191,353 |
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 | $118,785 | $133,493-11.0% | $64,056+85.4% | $96,393+23.2% |
| Participation rate | 37.7% | 69.3%-31.6pp | 72.3%-34.6pp | 71.3%-33.5pp |
| Annual return | 17.67% | 17.06%+0.6pp | 33.69%-16.0pp | 22.88%-5.2pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,747-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $2,807 | $5,097-44.9% | $3,880-27.7% | $5,455-48.5% |
| Admin fee / account holder | $11 | $34-66.8% | $3,068-99.6% | $74-84.6% |