Filed May 13, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,344 |
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 | $162,253 | $45,073+260.0% | $69,455+133.6% | $72,985+122.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 33.16% | 22.65%+10.5pp | 28.97%+4.2pp | 81.00%-47.8pp |
| Employer contribution / active EE | $6,728 | $2,054+227.6% | $2,779+142.1% | $2,440+175.7% |
| Participant deferral / active EE | $9,356 | $2,602+259.6% | $3,535+164.6% | $3,607+159.4% |
| Admin fee / account holder | $44 | $3,056-98.6% | $3,839-98.9% | $5,124-99.1% |