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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $555 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,225 | $65,557-49.3% | $64,056-48.1% | $71,457-53.5% |
| Participation rate | 95.9% | 73.2%+22.7pp | 72.3%+23.6pp | 67.9%+27.9pp |
| Annual return | 16.13% | 18.94%-2.8pp | 33.69%-17.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,957 | $2,669+48.3% | $2,747+44.1% | $2,588+52.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $616-99.8% | $3,068-100.0% | $1,587-99.9% |