Filed July 1, 2025 (most recent of 2 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 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $52,908 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 11101 SWITZER RD., SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $52,308 |
TAIT WELLER & BAKER1 year Filed as: TAIT WELLER & BAKER LLP Service code 10 · EIN 23-1144520 50 S. 16TH STREET, SUITE 2900 · PHILADELPHIA, PA 19102 | Accounting | $5,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,359 | $79,124+31.9% | $60,874+71.4% | $64,808+61.0% |
| Participation rate | 95.4% | 77.7%+17.7pp | 73.1%+22.3pp | 71.5%+23.9pp |
| Annual return | -12.99% | -7.13%-5.9pp | 16.90%-29.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $5,858 | $3,050+92.1% | $2,701+116.8% | $2,506+133.8% |
| Participant deferral / active EE | $4,487 | $3,725+20.5% | $3,817+17.6% | $4,310+4.1% |
| Admin fee / account holder | $178 | $106+68.8% | $3,224-94.5% | $188-5.0% |