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 8-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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $234,780 |
SAINT LOUIS UNIVERSITY2 years Service code 50 · EIN 43-0654872 | Direct Payment | $98,740 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $33,498 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $15,173 |
Annual investment return 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 | $109,860 | $113,293-3.0% | $67,502+62.8% | $199,593-45.0% |
| Participation rate | 89.7% | 73.3%+16.4pp | 72.9%+16.9pp | 72.0%+17.8pp |
| Annual return | 10.85% | 15.88%-5.0pp | 3512.12%-3501.3pp | 34.25%-23.4pp |
| Employer contribution / active EE | $6,794 | $3,401+99.8% | $2,731+148.8% | $3,034+123.9% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $56 | $103-45.5% | $3,998-98.6% | $269-79.2% |