Filed March 17, 2026 (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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,067 |
FLEXPATH STRATEGIES, LLC4 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $27,727 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,448 | $67,984+194.8% | $65,493+206.1% | $74,304+169.8% |
| Participation rate | 98.8% | 66.3%+32.4pp | 73.1%+25.7pp | 60.3%+38.4pp |
| Annual return | 15.44% | 19.87%-4.4pp | 982.45%-967.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $17,728 | $2,491+611.6% | $2,574+588.7% | $2,241+691.0% |
| Participant deferral / active EE | $11,680 | $3,346+249.0% | $3,961+194.9% | $3,767+210.0% |
| Admin fee / account holder | $208 | $1,373-84.9% | $5,028-95.9% | $2,969-93.0% |