Filed August 19, 2025 (most recent of 4 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,261,497 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $75,000 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $27,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,005 | $145,906+50.1% | $67,511+224.4% | $106,408+105.8% |
| Participation rate | 78.8% | 67.1%+11.7pp | 72.9%+5.9pp | 69.9%+9.0pp |
| Annual return | 12.43% | 15.10%-2.7pp | 3517.41%-3505.0pp | 17.37%-4.9pp |
| Employer contribution / active EE | $5,859 | $6,028-2.8% | $2,733+114.4% | $3,361+74.3% |
| Participant deferral / active EE | $6,876 | $5,093+35.0% | $4,000+71.9% | $5,567+23.5% |
| Admin fee / account holder | $40 | $38+5.8% | $3,999-99.0% | $79-49.4% |