Filed December 14, 2021 (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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $63,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,735 | $83,884+63.0% | $64,056+113.5% | $74,419+83.7% |
| Participation rate | 95.1% | 76.6%+18.5pp | 72.3%+22.8pp | 70.7%+24.4pp |
| Annual return | 14.36% | 16.57%-2.2pp | 33.69%-19.3pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,298 | $3,084-57.9% | $2,747-52.8% | $2,637-50.8% |
| Participant deferral / active EE | $3,477 | $3,692-5.8% | $3,880-10.4% | $4,528-23.2% |
| Admin fee / account holder | $105 | $196-46.6% | $3,068-96.6% | $348-69.9% |