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 |
|---|---|---|
TIAA6+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $43,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,280 | $105,581-26.8% | $70,449+9.7% | $90,288-14.4% |
| Participation rate | 99.0% | 77.5%+21.4pp | 75.1%+23.9pp | 73.4%+25.6pp |
| Annual return | 15.41% | 14.78%+0.6pp | 109.03%-93.6pp | 53.97%-38.6pp |
| Employer contribution / active EE | $6,284 | $3,304+90.2% | $2,737+129.6% | $2,524+149.0% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $23 | $68-65.4% | $3,845-99.4% | $114-79.5% |