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 |
|---|---|---|
TIAA8+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $64,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,200 | $98,780-27.9% | $60,874+17.0% | $77,904-8.6% |
| Participation rate | 96.8% | 76.7%+20.1pp | 73.1%+23.7pp | 73.7%+23.1pp |
| Annual return | -14.25% | -11.56%-2.7pp | 16.90%-31.2pp | 12.21%-26.5pp |
| Employer contribution / active EE | $6,600 | $3,605+83.1% | $2,701+144.3% | $2,848+131.8% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $30 | $89-65.6% | $3,224-99.1% | $133-77.0% |