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 | $462,610 |
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 | $44,037 | $114,884-61.7% | $60,874-27.7% | $89,394-50.7% |
| Participation rate | 97.6% | 70.1%+27.5pp | 73.1%+24.5pp | 71.3%+26.3pp |
| Annual return | -14.62% | -13.42%-1.2pp | 16.90%-31.5pp | -11.89%-2.7pp |
| Employer contribution / active EE | $3,739 | $5,609-33.3% | $2,701+38.4% | $3,022+23.7% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $3,817-100.0% | $5,123-100.0% |
| Admin fee / account holder | $14 | $37-61.5% | $3,224-99.6% | $79-81.9% |