Filed July 22, 2021
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,124 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,731 | $91,762-41.4% | $67,502-20.4% | $77,643-30.8% |
| Participation rate | 83.4% | 75.9%+7.5pp | 72.9%+10.6pp | 70.6%+12.9pp |
| Annual return | 12.36% | 14.87%-2.5pp | 3512.12%-3499.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $472 | $3,181-85.2% | $2,731-82.7% | $2,726-82.7% |
| Participant deferral / active EE | $1,883 | $3,903-51.8% | $4,000-52.9% | $4,647-59.5% |
| Admin fee / account holder | $13 | $176-92.4% | $3,998-99.7% | $430-96.9% |