Filed January 21, 2026
Total covered: 2 employees
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 Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $11,661 |
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 | $28,701 | $60,795-52.8% | $69,455-58.7% | $65,185-56.0% |
| Participation rate | 98.5% | 74.9%+23.6pp | 74.6%+23.9pp | 70.2%+28.3pp |
| Annual return | 6.36% | 17.46%-11.1pp | 28.97%-22.6pp | 29.38%-23.0pp |
| Employer contribution / active EE | $3,323 | $2,452+35.5% | $2,779+19.6% | $2,177+52.7% |
| Participant deferral / active EE | $3,304 | $3,162+4.5% | $3,535-6.6% | $3,514-6.0% |
| Admin fee / account holder | $67 | $314-78.5% | $3,839-98.2% | $847-92.0% |