Filed July 15, 2025
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 Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $6,605 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,969 | $58,694-52.3% | $142,863-80.4% | $85,850-67.4% |
| Participation rate | 94.5% | 58.5%+36.0pp | 71.9%+22.6pp | 69.3%+25.2pp |
| Annual return | 22.02% | 27.72%-5.7pp | 5637.54%-5615.5pp | 318.53%-296.5pp |
| Employer contribution / active EE | $1,572 | $1,423+10.5% | $4,144-62.1% | $2,565-38.7% |
| Participant deferral / active EE | $2,082 | $2,607-20.2% | $3,837-45.7% | $3,952-47.3% |
| Admin fee / account holder | $39 | $4,239-99.1% | $6,560-99.4% | $6,260-99.4% |