Filed January 6, 2025 (most recent of 2 filings on file)
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 10-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 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,413 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,605 | $47,634-73.5% | $90,404-86.1% | $90,288-86.0% |
| Participation rate | 95.9% | 67.5%+28.4pp | 72.7%+23.2pp | 73.4%+22.5pp |
| Annual return | 9.76% | 19.61%-9.9pp | 1293.02%-1283.3pp | 53.97%-44.2pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,601 | $2,824-43.3% | $3,963-59.6% | $4,232-62.2% |
| Admin fee / account holder | $6 | $106-94.5% | $5,611-99.9% | $114-94.8% |