Filed July 14, 2023 (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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $41,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,713 | $83,884+28.4% | $64,056+68.2% | $74,419+44.7% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.3%+21.8pp | 70.7%+23.3pp |
| Annual return | 14.49% | 16.57%-2.1pp | 33.69%-19.2pp | 34.38%-19.9pp |
| Employer contribution / active EE | $3,933 | $3,084+27.5% | $2,747+43.2% | $2,637+49.1% |
| Participant deferral / active EE | $6,504 | $3,692+76.2% | $3,880+67.6% | $4,528+43.6% |
| Admin fee / account holder | $76 | $196-61.2% | $3,068-97.5% | $348-78.1% |