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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,806 | $94,833-48.5% | $75,696-35.5% | $86,799-43.8% |
| Participation rate | 77.7% | 79.1%-1.4pp | 74.8%+2.9pp | 72.3%+5.4pp |
| Annual return | 17.26% | 16.91%+0.3pp | 104.53%-87.3pp | 97.91%-80.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,768 | $3,632+31.3% | $3,821+24.8% | $4,131+15.4% |
| Admin fee / account holder | $162 | $109+48.8% | $3,619-95.5% | $170-4.7% |