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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $8,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,305 | $46,674-47.9% | $117,472-79.3% | $68,494-64.5% |
| Participation rate | 74.0% | 56.8%+17.3pp | 70.6%+3.4pp | 67.9%+6.1pp |
| Annual return | -10.49% | -14.52%+4.0pp | 29.74%-40.2pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,442 | $1,505-4.1% | $4,176-65.5% | $2,596-44.4% |
| Participant deferral / active EE | $2,343 | $2,636-11.1% | $4,070-42.4% | $4,027-41.8% |
| Admin fee / account holder | $315 | $4,020-92.2% | $5,645-94.4% | $5,403-94.2% |