Filed October 21, 2025 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $8,873 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $1,338 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,662 | $91,420-5.2% | $57,179+51.6% | $65,292+32.7% |
| Participation rate | 87.1% | 72.6%+14.5pp | 75.3%+11.8pp | 72.4%+14.7pp |
| Annual return | 7.85% | 7.55%+0.3pp | 14.59%-6.7pp | 11.84%-4.0pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,682-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,033 | $3,512+14.8% | $3,096+30.3% | $3,579+12.7% |
| Admin fee / account holder | $1 | $22-94.3% | $3,139-100.0% | $57-97.8% |