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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,502 | $83,884-39.8% | $64,056-21.2% | $74,419-32.1% |
| Participation rate | 80.9% | 76.6%+4.3pp | 72.3%+8.6pp | 70.7%+10.2pp |
| Annual return | 16.73% | 16.57%+0.2pp | 33.69%-17.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,293 | $3,692+43.4% | $3,880+36.4% | $4,528+16.9% |
| Admin fee / account holder | $123 | $196-37.1% | $3,068-96.0% | $348-64.6% |