Filed February 9, 2026
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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,831 | $51,197-18.3% | $82,719-49.4% | $66,914-37.5% |
| Participation rate | 52.5% | 67.8%-15.3pp | 72.6%-20.1pp | 69.8%-17.3pp |
| Annual return | -10.14% | -9.64%-0.5pp | 701.18%-711.3pp | 1.58%-11.7pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,801 | $3,458-47.9% | $4,395-59.0% | $4,237-57.5% |
| Admin fee / account holder | $0 | $416-99.9% | $5,329-100.0% | $593-99.9% |