Filed January 22, 2026 (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 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $21,827 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER, LLP Service code 11 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 15251 | Actuarial | $13,125 |
PLANPILOT, LLC1 year Filed as: PLANPILOT LLC Service code 49 · EIN 45-4168388 223 WEST JACKSON BLVD., SUITE 800 · CHICAGO, IL 60606 | Other Services | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,512 | $91,762+41.1% | $67,502+91.9% | $77,643+66.8% |
| Participation rate | 96.8% | 75.9%+20.9pp | 72.9%+24.0pp | 70.6%+26.3pp |
| Annual return | 12.79% | 14.87%-2.1pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,858 | $3,181-41.6% | $2,731-32.0% | $2,726-31.8% |
| Participant deferral / active EE | $11,598 | $3,903+197.1% | $4,000+190.0% | $4,647+149.6% |
| Admin fee / account holder | $82 | $176-53.5% | $3,998-98.0% | $430-81.0% |