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 |
|---|---|---|
TIAA2+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $10,774 |
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 | $100,575 | $74,552+34.9% | $62,995+59.7% | $69,631+44.4% |
| Participation rate | 97.4% | 78.3%+19.1pp | 74.8%+22.6pp | 70.7%+26.7pp |
| Annual return | 12.41% | 15.77%-3.4pp | 87.57%-75.2pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $3,214 | $2,929+9.7% | $2,759+16.5% | $2,032+58.2% |
| Participant deferral / active EE | $4,372 | $2,974+47.0% | $3,329+31.3% | $3,224+35.6% |
| Admin fee / account holder | $21 | $59-64.3% | $3,600-99.4% | $110-80.8% |