Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $34,065 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,000 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $159 |
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 | $65,080 | $95,542-31.9% | $69,455-6.3% | $67,579-3.7% |
| Participation rate | 99.7% | 79.4%+20.3pp | 74.6%+25.1pp | 71.3%+28.4pp |
| Annual return | 20.39% | 17.67%+2.7pp | 28.97%-8.6pp | 378.56%-358.2pp |
| Employer contribution / active EE | $3,505 | $2,989+17.3% | $2,779+26.1% | $2,148+63.2% |
| Participant deferral / active EE | $4,176 | $3,263+28.0% | $3,535+18.1% | $3,539+18.0% |
| Admin fee / account holder | $81 | $90-9.5% | $3,839-97.9% | $142-42.8% |