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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,624 | $91,762-42.7% | $67,502-22.0% | $77,643-32.2% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.9%+10.5pp | 70.6%+12.8pp |
| Annual return | 13.81% | 14.87%-1.1pp | 3512.12%-3498.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,857 | $3,903+50.0% | $4,000+46.4% | $4,647+26.0% |
| Admin fee / account holder | $135 | $176-23.5% | $3,998-96.6% | $430-68.7% |