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 |
|---|---|---|
TIAA3+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $4,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,272 | $92,091-30.2% | $62,995+2.0% | $77,958-17.6% |
| Participation rate | 98.6% | 74.5%+24.2pp | 74.8%+23.8pp | 71.6%+27.0pp |
| Annual return | 15.61% | 16.23%-0.6pp | 87.57%-72.0pp | 20.87%-5.3pp |
| Employer contribution / active EE | $5,633 | $3,424+64.5% | $2,759+104.2% | $2,310+143.8% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $3 | $48-94.2% | $3,600-99.9% | $97-97.1% |