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 |
|---|---|---|
TIAA1+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,430 | $112,772-53.5% | $57,343-8.6% | $59,188-11.4% |
| Participation rate | 98.4% | 71.3%+27.1pp | 75.1%+23.3pp | 69.4%+29.0pp |
| Annual return | 1.79% | 0.85%+0.9pp | 24.39%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $5,522 | $3,400+62.4% | $2,689+105.4% | $2,098+163.2% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $2 | $144-98.8% | $3,356-99.9% | $92-98.1% |