Filed August 7, 2025
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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,452 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $10,568 |
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 | $50,443 | $60,795-17.0% | $69,455-27.4% | $65,185-22.6% |
| Participation rate | 90.6% | 74.9%+15.7pp | 74.6%+16.0pp | 70.2%+20.4pp |
| Annual return | 7.06% | 17.46%-10.4pp | 28.97%-21.9pp | 29.38%-22.3pp |
| Employer contribution / active EE | $2,392 | $2,452-2.4% | $2,779-13.9% | $2,177+9.9% |
| Participant deferral / active EE | $3,500 | $3,162+10.7% | $3,535-1.0% | $3,514-0.4% |
| Admin fee / account holder | $115 | $314-63.5% | $3,839-97.0% | $847-86.5% |