Filed September 15, 2025 (most recent of 4 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,314 |
WELL AND GOOD LLC3 years Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $7,200 |
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 | $174,613 | $74,706+133.7% | $75,696+130.7% | $79,386+120.0% |
| Participation rate | 90.4% | 75.3%+15.0pp | 74.8%+15.5pp | 70.7%+19.7pp |
| Annual return | 23.23% | 18.52%+4.7pp | 104.53%-81.3pp | 116.85%-93.6pp |
| Employer contribution / active EE | $10,253 | $2,590+295.9% | $2,743+273.8% | $2,427+322.4% |
| Participant deferral / active EE | $4,477 | $3,533+26.7% | $3,821+17.1% | $4,046+10.7% |
| Admin fee / account holder | $63 | $374-83.2% | $3,619-98.3% | $626-90.0% |