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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,070 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 24 · EIN 45-4168388 | Discretionary Trustee | $6,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,217 | $48,230+294.4% | $67,502+181.8% | $80,856+135.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.61% | 18.28%-5.7pp | 3512.12%-3499.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $14,491 | $2,020+617.5% | $2,731+430.6% | $2,755+426.0% |
| Participant deferral / active EE | $7,750 | $2,924+165.1% | $4,000+93.7% | $4,296+80.4% |
| Admin fee / account holder | $77 | $3,681-97.9% | $3,998-98.1% | $6,918-98.9% |