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 |
|---|---|---|
TIAA7 years Service code 19 · EIN 13-1624203 | Securities Custodian | $56,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,287 | $98,780-13.7% | $60,874+40.1% | $77,904+9.5% |
| Participation rate | 94.1% | 76.7%+17.4pp | 73.1%+21.0pp | 73.7%+20.4pp |
| Annual return | -12.71% | -11.56%-1.1pp | 16.90%-29.6pp | 12.21%-24.9pp |
| Employer contribution / active EE | $1,606 | $3,605-55.5% | $2,701-40.6% | $2,848-43.6% |
| Participant deferral / active EE | $5,596 | $4,200+33.2% | $3,817+46.6% | $4,806+16.4% |
| Admin fee / account holder | $26 | $89-70.2% | $3,224-99.2% | $133-80.1% |