Filed September 8, 2026 (most recent of 4 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+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $3,030 |
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 | $97,192 | $68,408+42.1% | $57,179+70.0% | $57,658+68.6% |
| Participation rate | 95.8% | 79.1%+16.6pp | 75.3%+20.4pp | 70.2%+25.6pp |
| Annual return | 1.23% | 8.51%-7.3pp | 14.59%-13.4pp | 5.13%-3.9pp |
| Employer contribution / active EE | $2,865 | $2,869-0.1% | $2,682+6.8% | $1,974+45.2% |
| Participant deferral / active EE | $4,369 | $2,903+50.5% | $3,096+41.1% | $3,061+42.7% |
| Admin fee / account holder | $6 | $70-90.9% | $3,139-99.8% | $95-93.3% |