Filed June 9, 2025 (most recent of 2 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 64 · EIN 13-1624203 | Recordkeeping Fees | $18,318 |
PLANPILOT, LLC2 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,683 | $67,984+184.9% | $65,493+195.7% | $74,304+160.7% |
| Participation rate | 96.4% | 66.3%+30.1pp | 73.1%+23.3pp | 60.3%+36.1pp |
| Annual return | 10.17% | 19.87%-9.7pp | 982.45%-972.3pp | 29.43%-19.3pp |
| Employer contribution / active EE | $4,508 | $2,491+80.9% | $2,574+75.1% | $2,241+101.1% |
| Participant deferral / active EE | $8,006 | $3,346+139.2% | $3,961+102.1% | $3,767+112.5% |
| Admin fee / account holder | $116 | $1,373-91.6% | $5,028-97.7% | $2,969-96.1% |