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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,894 |
WELL AND GOOD LLC4 years Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $7,200 |
EISNERAMPER LLP1 year Filed as: EISNER AM;ER LLP Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 152516600 | Accounting | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,610 | $60,989+165.0% | $60,874+165.5% | $66,914+141.5% |
| Participation rate | 77.6% | 74.5%+3.1pp | 73.1%+4.5pp | 69.8%+7.8pp |
| Annual return | -8.75% | -9.60%+0.8pp | 16.90%-25.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $9,257 | $2,661+247.9% | $2,701+242.7% | $2,544+263.8% |
| Participant deferral / active EE | $4,138 | $3,615+14.5% | $3,817+8.4% | $4,237-2.3% |
| Admin fee / account holder | $103 | $338-69.7% | $3,224-96.8% | $593-82.7% |