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 |
|---|---|---|
TIAA7+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $76,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,076 | $120,057-30.0% | $75,696+11.1% | $93,030-9.6% |
| Participation rate | 98.0% | 77.3%+20.7pp | 74.8%+23.2pp | 73.9%+24.1pp |
| Annual return | 12.86% | 19.62%-6.8pp | 104.53%-91.7pp | 158.70%-145.8pp |
| Employer contribution / active EE | $6,738 | $3,253+107.1% | $2,743+145.7% | $2,706+149.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $46 | $81-43.5% | $3,619-98.7% | $152-69.6% |