Filed March 19, 2026
Total covered: 1 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 |
|---|---|---|
TIAA9 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $31,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,411 | $53,053+130.7% | $126,539-3.3% | $74,304+64.7% |
| Participation rate | 98.6% | 48.0%+50.6pp | 69.8%+28.8pp | 60.3%+38.3pp |
| Annual return | 13.71% | 29.46%-15.8pp | 425.95%-412.2pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,820 | $1,168+227.2% | $3,674+4.0% | $2,241+70.4% |
| Participant deferral / active EE | $5,182 | $2,303+125.0% | $4,083+26.9% | $3,767+37.5% |
| Admin fee / account holder | $116 | $3,698-96.9% | $6,065-98.1% | $2,969-96.1% |