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 |
|---|---|---|
TIAA10+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $72,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,414 | $113,293-31.7% | $67,502+14.7% | $199,593-61.2% |
| Participation rate | 94.6% | 73.3%+21.2pp | 72.9%+21.7pp | 72.0%+22.6pp |
| Annual return | 13.25% | 15.88%-2.6pp | 3512.12%-3498.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $6,193 | $3,401+82.1% | $2,731+126.8% | $3,034+104.1% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $29 | $103-71.6% | $3,998-99.3% | $269-89.2% |