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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,208 |
PLANPILOT, LLC2 years Filed as: PLANPILOT Service code 24 · EIN 45-4168388 | Discretionary Trustee | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,895 | $67,984+198.4% | $65,493+209.8% | $74,304+173.1% |
| Participation rate | 97.1% | 66.3%+30.8pp | 73.1%+24.0pp | 60.3%+36.8pp |
| Annual return | 10.85% | 19.87%-9.0pp | 982.45%-971.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $11,945 | $2,491+379.5% | $2,574+364.0% | $2,241+433.0% |
| Participant deferral / active EE | $6,684 | $3,346+99.7% | $3,961+68.7% | $3,767+77.4% |
| Admin fee / account holder | $99 | $1,373-92.8% | $5,028-98.0% | $2,969-96.7% |