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 |
|---|---|---|
TIAA4 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Direct Payment | $28,863 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER LLC Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURG, PA 15251 | Accounting | $8,400 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 WEST JACKSON BLVD · CHICAGO, IL 60606 | Advisory (Plan) | $8,400 |
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 | $133,076 | $96,018+38.6% | $65,493+103.2% | $85,563+55.5% |
| Participation rate | 98.9% | 74.8%+24.0pp | 73.1%+25.8pp | 66.0%+32.9pp |
| Annual return | 11.44% | 14.51%-3.1pp | 982.45%-971.0pp | 31.51%-20.1pp |
| Employer contribution / active EE | $11,065 | $3,235+242.0% | $2,574+329.8% | $2,654+317.0% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $69 | $271-74.5% | $5,028-98.6% | $834-91.7% |