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 |
|---|---|---|
TIAA4+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $6,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,005 | $87,173-30.0% | $59,878+1.9% | $75,289-19.0% |
| Participation rate | 98.3% | 74.5%+23.8pp | 74.7%+23.6pp | 72.4%+25.9pp |
| Annual return | -3.50% | -2.14%-1.4pp | 3.46%-7.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $5,645 | $3,473+62.5% | $2,722+107.4% | $2,405+134.7% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $4 | $75-94.6% | $3,590-99.9% | $102-96.0% |