Filed August 29, 2024 (most recent of 6 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 19 · EIN 13-1624203 | Securities Custodian | $43,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,817 | $105,581-19.7% | $70,449+20.4% | $90,288-6.1% |
| Participation rate | 98.3% | 77.5%+20.8pp | 75.1%+23.3pp | 73.4%+25.0pp |
| Annual return | 14.43% | 14.78%-0.4pp | 109.03%-94.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,607 | $3,304-51.4% | $2,737-41.3% | $2,524-36.3% |
| Participant deferral / active EE | $4,707 | $3,813+23.4% | $3,709+26.9% | $4,232+11.2% |
| Admin fee / account holder | $8 | $68-88.8% | $3,845-99.8% | $114-93.4% |