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 |
|---|---|---|
TIAA2 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Direct Payment | $38,966 |
EISNERAMPER LLP7 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $14,175 |
MASSA & ASSOCIATES, INC.1 year Filed as: MASSA & ASSOCIATES Service code 11 · EIN 11-2869312 100 NORTH CENTRE AVENUE · ROCKVILLE CENTER, NY 11570 | Actuarial | $5,144 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $112,913 | $83,884+34.6% | $64,056+76.3% | $74,419+51.7% |
| Participation rate | 97.7% | 76.6%+21.0pp | 72.3%+25.4pp | 70.7%+26.9pp |
| Annual return | 11.08% | 16.57%-5.5pp | 33.69%-22.6pp | 34.38%-23.3pp |
| Employer contribution / active EE | $12,172 | $3,084+294.8% | $2,747+343.2% | $2,637+361.5% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $104 | $196-46.8% | $3,068-96.6% | $348-70.0% |