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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,100 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $37,000 |
Service code 28 · EIN 26-0058143 | Investment Management | $21,393 |
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 13-3052851 | Investment Management | $5,298 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,238 | $120,057-12.3% | $75,696+39.0% | $93,030+13.1% |
| Participation rate | 87.9% | 77.3%+10.6pp | 74.8%+13.1pp | 73.9%+14.0pp |
| Annual return | 11.49% | 19.62%-8.1pp | 104.53%-93.0pp | 158.70%-147.2pp |
| Employer contribution / active EE | $113 | $3,253-96.5% | $2,743-95.9% | $2,706-95.8% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $18 | $81-78.3% | $3,619-99.5% | $152-88.3% |