Filed June 2, 2021 (most recent of 2 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 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $22,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,639 | $56,485-45.8% | $185,823-83.5% | $86,799-64.7% |
| Participation rate | 96.2% | 65.5%+30.7pp | 81.7%+14.5pp | 72.3%+23.9pp |
| Annual return | 13.79% | 118.04%-104.2pp | 122.05%-108.3pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,739 | $1,843-5.6% | $5,167-66.3% | $2,405-27.7% |
| Participant deferral / active EE | $2,016 | $2,553-21.1% | $5,568-63.8% | $4,131-51.2% |
| Admin fee / account holder | $30 | $150-80.1% | $16,237-99.8% | $170-82.5% |