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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,209 | $79,124-46.7% | $60,874-30.7% | $64,808-34.9% |
| Participation rate | 81.3% | 77.7%+3.6pp | 73.1%+8.2pp | 71.5%+9.9pp |
| Annual return | -12.24% | -7.13%-5.1pp | 16.90%-29.1pp | 32.82%-45.1pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,261 | $3,725+41.2% | $3,817+37.8% | $4,310+22.1% |
| Admin fee / account holder | $118 | $106+11.4% | $3,224-96.3% | $188-37.3% |