Filed October 31, 2025
Total covered: 8 employees
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 Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,030 | $48,277+11.9% | $67,511-20.0% | $80,874-33.2% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.2pp |
| Annual return | 12.68% | 18.27%-5.6pp | 3517.41%-3504.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,764 | $2,021+36.8% | $2,733+1.2% | $2,756+0.3% |
| Participant deferral / active EE | $3,187 | $2,926+8.9% | $4,000-20.3% | $4,297-25.8% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |