Filed July 30, 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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $9,395 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,422 | $57,976-54.4% | $62,995-58.1% | $62,292-57.6% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 13.49% | 17.54%-4.1pp | 87.57%-74.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,674 | $2,415+10.7% | $2,759-3.1% | $2,042+30.9% |
| Participant deferral / active EE | $4,477 | $2,956+51.5% | $3,329+34.5% | $3,169+41.3% |
| Admin fee / account holder | $49 | $276-82.3% | $3,600-98.6% | $479-89.8% |