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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $38,393 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,616 | $43,113-75.4% | $82,719-87.2% | $77,904-86.4% |
| Participation rate | 95.6% | 63.8%+31.8pp | 72.6%+23.1pp | 73.7%+22.0pp |
| Annual return | -15.56% | 2.60%-18.2pp | 701.18%-716.7pp | 12.21%-27.8pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,725 | $3,057-43.6% | $4,395-60.8% | $4,806-64.1% |
| Admin fee / account holder | $10 | $102-90.3% | $5,329-99.8% | $133-92.5% |