Filed March 6, 2026 (most recent of 5 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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,621 |
BERRY DUNN2 years Service code 10 · EIN 01-0523282 1000 ELM ST, 15TH FLOOR · MANCHESTER, NH 031011730 | Accounting | $14,962 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $5,131 |
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 | $64,467 | $84,948-24.1% | $70,449-8.5% | $73,409-12.2% |
| Participation rate | 85.9% | 79.9%+5.9pp | 75.1%+10.8pp | 72.2%+13.7pp |
| Annual return | 12.13% | 13.39%-1.3pp | 109.03%-96.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,300 | $2,834-54.1% | $2,737-52.5% | $2,234-41.8% |
| Participant deferral / active EE | $1,505 | $3,387-55.6% | $3,709-59.4% | $3,805-60.5% |
| Admin fee / account holder | $52 | $98-47.4% | $3,845-98.7% | $158-67.3% |