Filed January 22, 2026 (most recent of 4 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 |
|---|---|---|
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $33,584 |
EISNERAMPER LLP1 year Service code 11 · EIN 13-1639826 750 THIRD AVENUE · NEW YORK, NY 10017 | Actuarial | $10,500 |
Employer 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 | $104,513 | $79,124+32.1% | $60,874+71.7% | $64,808+61.3% |
| Participation rate | 96.2% | 77.7%+18.4pp | 73.1%+23.0pp | 71.5%+24.7pp |
| Annual return | -11.56% | -7.13%-4.4pp | 16.90%-28.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,281 | $3,725+176.0% | $3,817+169.4% | $4,310+138.5% |
| Admin fee / account holder | $86 | $106-18.3% | $3,224-97.3% | $188-54.0% |