Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 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 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 37 · EIN 13-1624203 | Loan Processing | $86,092 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,852 | $113,293-77.2% | $67,511-61.7% | $199,768-87.1% |
| Participation rate | 99.6% | 73.3%+26.2pp | 72.9%+26.7pp | 72.0%+27.6pp |
| Annual return | 16.05% | 15.88%+0.2pp | 3517.41%-3501.4pp | 34.26%-18.2pp |
| Employer contribution / active EE | $501 | $3,401-85.3% | $2,733-81.7% | $3,037-83.5% |
| Participant deferral / active EE | $3,290 | $4,159-20.9% | $4,000-17.8% | $5,090-35.4% |
| Admin fee / account holder | $20 | $103-81.0% | $3,999-99.5% | $269-92.7% |