Filed November 3, 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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $4,675 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,942 | $57,976-39.7% | $62,995-44.5% | $62,292-43.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 14.02% | 17.54%-3.5pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $3,450 | $2,415+42.9% | $2,759+25.0% | $2,042+68.9% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $15 | $276-94.5% | $3,600-99.6% | $479-96.8% |