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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $41,626 |
BERRY DUNN3 years Service code 10 · EIN 01-0523282 1000 ELM ST, 15TH FLOOR · MANCHESTER, NH 031011730 | Accounting | $26,500 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $5,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,144 | $94,833-26.0% | $75,696-7.3% | $86,799-19.2% |
| Participation rate | 84.2% | 79.1%+5.1pp | 74.8%+9.4pp | 72.3%+12.0pp |
| Annual return | 12.43% | 16.91%-4.5pp | 104.53%-92.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,649 | $2,904-43.2% | $2,743-39.9% | $2,405-31.5% |
| Participant deferral / active EE | $1,816 | $3,632-50.0% | $3,821-52.5% | $4,131-56.0% |
| Admin fee / account holder | $80 | $109-26.1% | $3,619-97.8% | $170-52.7% |