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 |
|---|---|---|
TIAA5+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $31,677 |
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 | $107,063 | $84,948+26.0% | $70,449+52.0% | $73,409+45.8% |
| Participation rate | 94.1% | 79.9%+14.1pp | 75.1%+19.0pp | 72.2%+21.9pp |
| Annual return | 5.04% | 13.39%-8.3pp | 109.03%-104.0pp | 59.29%-54.2pp |
| Employer contribution / active EE | $3,274 | $2,834+15.5% | $2,737+19.6% | $2,234+46.6% |
| Participant deferral / active EE | $4,762 | $3,387+40.6% | $3,709+28.4% | $3,805+25.1% |
| Admin fee / account holder | $55 | $98-44.4% | $3,845-98.6% | $158-65.5% |