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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $449,661 |
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 | $49,030 | $133,493-63.3% | $64,056-23.5% | $96,393-49.1% |
| Participation rate | 95.1% | 69.3%+25.7pp | 72.3%+22.8pp | 71.3%+23.8pp |
| Annual return | 17.01% | 17.06%-0.1pp | 33.69%-16.7pp | 22.88%-5.9pp |
| Employer contribution / active EE | $4,927 | $6,233-20.9% | $2,747+79.4% | $3,238+52.2% |
| Participant deferral / active EE | $0 | $5,097-100.0% | $3,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $13 | $34-62.6% | $3,068-99.6% | $74-82.6% |