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 |
|---|---|---|
TIAA9+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $59,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,089 | $105,179-28.6% | $64,056+17.2% | $80,160-6.3% |
| Participation rate | 98.1% | 73.5%+24.6pp | 72.3%+25.8pp | 72.9%+25.2pp |
| Annual return | 16.03% | 20.34%-4.3pp | 33.69%-17.7pp | 40.38%-24.4pp |
| Employer contribution / active EE | $6,385 | $3,311+92.9% | $2,747+132.5% | $2,978+114.4% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $25 | $113-77.8% | $3,068-99.2% | $145-82.7% |