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 |
|---|---|---|
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $79,669 |
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $56,350 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $5,692 |
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 | $74,089 | $91,937-19.4% | $59,878+23.7% | $68,904+7.5% |
| Participation rate | 93.9% | 74.4%+19.4pp | 74.7%+19.2pp | 74.1%+19.7pp |
| Annual return | -1.89% | -3.10%+1.2pp | 3.46%-5.3pp | 1.07%-3.0pp |
| Employer contribution / active EE | $4,971 | $4,347+14.4% | $2,722+82.7% | $2,540+95.7% |
| Participant deferral / active EE | $0 | $3,817-100.0% | $3,402-100.0% | $4,015-100.0% |
| Admin fee / account holder | $18 | $27-33.9% | $3,590-99.5% | $71-75.2% |