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 |
|---|---|---|
TIAA1 year Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Direct Payment | $39,159 |
WELL AND GOOD LLC1 year Service code 50 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 53711 | Direct Payment | $7,200 |
BOUTWELL FAY LLP1 year Service code 50 · EIN 33-0802931 1401 DOVE STREET · NEWPORT BEACH, CA 92660 | Direct Payment | $6,542 |
Participant contribution per participant 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 | $104,476 | $79,124+32.0% | $60,874+71.6% | $64,808+61.2% |
| Participation rate | 95.9% | 77.7%+18.2pp | 73.1%+22.8pp | 71.5%+24.5pp |
| Annual return | -10.54% | -7.13%-3.4pp | 16.90%-27.4pp | 32.82%-43.4pp |
| Employer contribution / active EE | $11,255 | $3,050+269.0% | $2,701+316.6% | $2,506+349.2% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $93 | $106-12.4% | $3,224-97.1% | $188-50.7% |