Filed December 1, 2025
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 10-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 16 · EIN 04-2647786 | Consulting | $117,237 |
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,115 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,353 | $204,517-47.0% | $69,455+56.0% | $77,787+39.3% |
| Participation rate | 60.8% | 74.6%-13.8pp | 74.6%-13.8pp | 73.2%-12.4pp |
| Annual return | 2.83% | 22.10%-19.3pp | 28.97%-26.1pp | 32.57%-29.7pp |
| Employer contribution / active EE | $2,673 | $3,548-24.7% | $2,779-3.8% | $2,504+6.7% |
| Participant deferral / active EE | $3,353 | $3,478-3.6% | $3,535-5.2% | $3,967-15.5% |
| Admin fee / account holder | $180 | $101+78.7% | $3,839-95.3% | $100+79.6% |