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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $296,520 |
SAINT LOUIS UNIVERSITY1 year Service code 50 · EIN 43-0654872 | Direct Payment | $80,577 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $39,219 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $14,438 |
Filed as: SPECIALTY MAILING INC. Service code 50 · EIN 43-1701317 | Direct Payment | $7,196 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $5,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,638 | $105,179+31.8% | $64,056+116.4% | $80,160+73.0% |
| Participation rate | 56.1% | 73.5%-17.5pp | 72.3%-16.2pp | 72.9%-16.9pp |
| Annual return | 15.22% | 20.34%-5.1pp | 33.69%-18.5pp | 40.38%-25.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,485 | $4,020+11.6% | $3,880+15.6% | $5,017-10.6% |
| Admin fee / account holder | $68 | $113-39.7% | $3,068-97.8% | $145-52.9% |