Filed September 15, 2023
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 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $27,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,578 | $60,989+20.6% | $60,874+20.9% | $66,914+10.0% |
| Participation rate | 94.9% | 74.5%+20.5pp | 73.1%+21.8pp | 69.8%+25.1pp |
| Annual return | -11.62% | -9.60%-2.0pp | 16.90%-28.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $2,422 | $2,661-9.0% | $2,701-10.4% | $2,544-4.8% |
| Participant deferral / active EE | $5,724 | $3,615+58.4% | $3,817+50.0% | $4,237+35.1% |
| Admin fee / account holder | $93 | $338-72.7% | $3,224-97.1% | $593-84.4% |