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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,779 |
WELL AND GOOD LLC5 years Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,600 | $46,553+268.6% | $64,056+167.9% | $75,163+128.3% |
| Participation rate | 93.6% | 65.9%+27.7pp | 72.3%+21.3pp | 67.2%+26.4pp |
| Annual return | 11.67% | 26.03%-14.4pp | 33.69%-22.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $8,749 | $1,974+343.3% | $2,747+218.6% | $2,670+227.7% |
| Participant deferral / active EE | $5,752 | $2,837+102.8% | $3,880+48.2% | $4,125+39.4% |
| Admin fee / account holder | $68 | $2,952-97.7% | $3,068-97.8% | $5,651-98.8% |