Filed February 22, 2022
Total covered: 2 employees
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 8-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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,516 |
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 | $31,191 | $70,083-55.5% | $59,878-47.9% | $55,725-44.0% |
| Participation rate | 75.6% | 78.4%-2.8pp | 74.7%+0.9pp | 70.9%+4.7pp |
| Annual return | -0.63% | 3.13%-3.8pp | 3.46%-4.1pp | 244.93%-245.6pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,207 | $3,079+36.7% | $3,402+23.7% | $3,356+25.4% |
| Admin fee / account holder | $18 | $70-75.1% | $3,590-99.5% | $115-84.8% |