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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $9,203 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,601 | $49,173-47.9% | $121,098-78.9% | $75,163-65.9% |
| Participation rate | 79.8% | 55.4%+24.4pp | 69.5%+10.3pp | 67.2%+12.6pp |
| Annual return | 10.30% | 55.99%-45.7pp | 985.75%-975.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,282 | $1,546-17.1% | $4,164-69.2% | $2,670-52.0% |
| Participant deferral / active EE | $2,478 | $2,628-5.7% | $4,080-39.3% | $4,125-39.9% |
| Admin fee / account holder | $47 | $3,942-98.8% | $5,644-99.2% | $5,651-99.2% |