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 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Direct Payment | $24,649 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 15251 | Accounting | $20,790 |
MASSA & ASSOCIATES, INC.1 year Filed as: MASSA & ASSOCIATES, INC Service code 11 · EIN 11-2869312 100 NORTH CENTRE AVENUE · ROCKVILLE CENTER, NY 11570 | Actuarial | $5,326 |
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 | $125,499 | $91,762+36.8% | $67,502+85.9% | $77,643+61.6% |
| Participation rate | 97.8% | 75.9%+21.9pp | 72.9%+24.9pp | 70.6%+27.2pp |
| Annual return | 14.44% | 14.87%-0.4pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $11,082 | $3,181+248.4% | $2,731+305.8% | $2,726+306.6% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $81 | $176-53.8% | $3,998-98.0% | $430-81.1% |