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 |
|---|---|---|
TIAA6 years Service code 19 · EIN 13-1624203 | Securities Custodian | $75,687 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,031 | $120,057-19.2% | $75,696+28.2% | $93,030+4.3% |
| Participation rate | 95.5% | 77.3%+18.2pp | 74.8%+20.6pp | 73.9%+21.6pp |
| Annual return | 12.55% | 19.62%-7.1pp | 104.53%-92.0pp | 158.70%-146.1pp |
| Employer contribution / active EE | $1,680 | $3,253-48.4% | $2,743-38.7% | $2,706-37.9% |
| Participant deferral / active EE | $5,517 | $4,089+34.9% | $3,821+44.4% | $4,562+20.9% |
| Admin fee / account holder | $42 | $81-48.5% | $3,619-98.8% | $152-72.3% |