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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,421 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $20,604 |
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 | $67,209 | $94,833-29.1% | $75,696-11.2% | $86,799-22.6% |
| Participation rate | 93.6% | 79.1%+14.5pp | 74.8%+18.8pp | 72.3%+21.4pp |
| Annual return | 27.02% | 16.91%+10.1pp | 104.53%-77.5pp | 97.91%-70.9pp |
| Employer contribution / active EE | $1,283 | $2,904-55.8% | $2,743-53.2% | $2,405-46.6% |
| Participant deferral / active EE | $1,853 | $3,632-49.0% | $3,821-51.5% | $4,131-55.1% |
| Admin fee / account holder | $161 | $109+48.4% | $3,619-95.5% | $170-5.0% |