Filed September 15, 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 | $11,834 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $8,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,473 | $69,745+49.8% | $67,511+54.8% | $74,546+40.1% |
| Participation rate | 99.2% | 71.3%+27.9pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 15.85% | -40.37%+56.2pp | 3517.41%-3501.6pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $8,437 | $2,705+211.9% | $2,733+208.8% | $2,624+221.5% |
| Participant deferral / active EE | $5,411 | $3,636+48.8% | $4,000+35.3% | $4,347+24.5% |
| Admin fee / account holder | $39 | $894-95.7% | $3,999-99.0% | $1,944-98.0% |