Filed August 4, 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 |
|---|---|---|
TIAA7 years Service code 12 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping and information managem... | $215,115 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 111 WEST PCEAN BLVD. SUITE 925 · LONG BEACH, CA 908027931 | Claims processing; Recordkeeping and ... | $1,833 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $146,279 | $113,293+29.1% | $67,502+116.7% | $199,593-26.7% |
| Participation rate | 98.7% | 73.3%+25.4pp | 72.9%+25.8pp | 72.0%+26.7pp |
| Annual return | 14.83% | 15.88%-1.0pp | 3512.12%-3497.3pp | 34.25%-19.4pp |
| Employer contribution / active EE | $6,228 | $3,401+83.1% | $2,731+128.1% | $3,034+105.3% |
| Participant deferral / active EE | $7,535 | $4,159+81.2% | $4,000+88.4% | $5,087+48.1% |
| Admin fee / account holder | $101 | $103-1.8% | $3,998-97.5% | $269-62.6% |