Filed April 3, 2025
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 9-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 |
|---|---|---|
TIAA1+ years Service code 14 · EIN 13-1624203 | Plan Administrator | $60,170 |
Filed as: FIDELITY INVESTMENTS INTLT OPS CO. Service code 28 · EIN 04-2647786 | Investment Management | $1,507 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,378 | $37,213+38.1% | $156,549-67.2% | $63,975-19.7% |
| Participation rate | 93.8% | 65.0%+28.8pp | 84.0%+9.8pp | 71.1%+22.6pp |
| Annual return | 0.51% | 47.89%-47.4pp | 32.23%-31.7pp | 48.65%-48.1pp |
| Employer contribution / active EE | $6,032 | $1,357+344.6% | $5,501+9.7% | $2,182+176.5% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $56-72.1% | $13,027-99.9% | $70-77.7% |