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 |
|---|---|---|
TIAA2 years Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $18,837 |
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 | $30,114 | $65,322-53.9% | $70,449-57.3% | $73,488-59.0% |
| Participation rate | 99.3% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.6pp |
| Annual return | 4.01% | 15.71%-11.7pp | 109.03%-105.0pp | 28.51%-24.5pp |
| Employer contribution / active EE | $3,383 | $2,460+37.5% | $2,737+23.6% | $2,270+49.0% |
| Participant deferral / active EE | $3,278 | $3,375-2.9% | $3,709-11.6% | $3,740-12.4% |
| Admin fee / account holder | $76 | $214-64.4% | $3,845-98.0% | $513-85.1% |