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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,527 | $60,989-48.3% | $60,874-48.2% | $66,914-52.9% |
| Participation rate | 94.9% | 74.5%+20.4pp | 73.1%+21.8pp | 69.8%+25.1pp |
| Annual return | -13.85% | -9.60%-4.3pp | 16.90%-30.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,726 | $2,661+40.0% | $2,701+37.9% | $2,544+46.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |