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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $514,589 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,483 | $145,906-63.3% | $67,511-20.8% | $106,408-49.7% |
| Participation rate | 95.0% | 67.1%+27.8pp | 72.9%+22.1pp | 69.9%+25.1pp |
| Annual return | 13.30% | 15.10%-1.8pp | 3517.41%-3504.1pp | 17.37%-4.1pp |
| Employer contribution / active EE | $5,153 | $6,028-14.5% | $2,733+88.6% | $3,361+53.3% |
| Participant deferral / active EE | $0 | $5,093-100.0% | $4,000-100.0% | $5,567-100.0% |
| Admin fee / account holder | $14 | $38-63.6% | $3,999-99.7% | $79-82.6% |