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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $234,629 |
SAINT LOUIS UNIVERSITY1 year Service code 50 · EIN 43-0654872 | Direct Payment | $66,829 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $32,605 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $14,438 |
Filed as: SPECIALTY MAILING INC. Service code 50 · EIN 41-1533211 | Direct Payment | $5,406 |
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 | $112,863 | $105,179+7.3% | $64,056+76.2% | $80,160+40.8% |
| Participation rate | 76.6% | 73.5%+3.1pp | 72.3%+4.3pp | 72.9%+3.7pp |
| Annual return | 12.99% | 20.34%-7.3pp | 33.69%-20.7pp | 40.38%-27.4pp |
| Employer contribution / active EE | $6,094 | $3,311+84.1% | $2,747+121.9% | $2,978+104.7% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $56 | $113-50.3% | $3,068-98.2% | $145-61.1% |