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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $292,214 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $31,584 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $13,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,581 | $98,780-12.3% | $60,874+42.2% | $77,904+11.1% |
| Participation rate | 84.1% | 76.7%+7.4pp | 73.1%+11.0pp | 73.7%+10.4pp |
| Annual return | -10.28% | -11.56%+1.3pp | 16.90%-27.2pp | 12.21%-22.5pp |
| Employer contribution / active EE | $7,515 | $3,605+108.5% | $2,701+178.2% | $2,848+163.9% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $44 | $89-50.0% | $3,224-98.6% | $133-66.6% |