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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $12,652 |
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 | $27,094 | $53,053-48.9% | $126,539-78.6% | $74,304-63.5% |
| Participation rate | 100.0% | 48.0%+52.0pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 11.08% | 29.46%-18.4pp | 425.95%-414.9pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,134 | $1,168-2.9% | $3,674-69.1% | $2,241-49.4% |
| Participant deferral / active EE | $1,870 | $2,303-18.8% | $4,083-54.2% | $3,767-50.4% |
| Admin fee / account holder | $62 | $3,698-98.3% | $6,065-99.0% | $2,969-97.9% |