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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,053 |
Employer contribution per participant 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 | $36,958 | $95,542-61.3% | $69,455-46.8% | $67,579-45.3% |
| Participation rate | 77.0% | 79.4%-2.3pp | 74.6%+2.4pp | 71.3%+5.8pp |
| Annual return | 16.71% | 17.67%-1.0pp | 28.97%-12.3pp | 378.56%-361.8pp |
| Employer contribution / active EE | $62 | $2,989-97.9% | $2,779-97.8% | $2,148-97.1% |
| Participant deferral / active EE | $4,600 | $3,263+41.0% | $3,535+30.1% | $3,539+30.0% |
| Admin fee / account holder | $111 | $90+23.1% | $3,839-97.1% | $142-22.3% |