Filed June 6, 2025 (most recent of 2 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 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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $17,537 |
TWO WEST CAPITAL ADVISORS4 years Service code 27 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Plan) | $8,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,866 | $60,989-24.8% | $60,874-24.7% | $66,914-31.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 73.1%+21.9pp | 69.8%+25.2pp |
| Annual return | -13.59% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,508 | $2,661-5.7% | $2,701-7.2% | $2,544-1.4% |
| Participant deferral / active EE | $2,117 | $3,615-41.4% | $3,817-44.5% | $4,237-50.0% |
| Admin fee / account holder | $182 | $338-46.4% | $3,224-94.4% | $593-69.4% |