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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,142 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $22,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,607 | $79,124-29.7% | $60,874-8.7% | $64,808-14.2% |
| Participation rate | 99.3% | 77.7%+21.5pp | 73.1%+26.2pp | 71.5%+27.8pp |
| Annual return | -10.67% | -7.13%-3.5pp | 16.90%-27.6pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,575 | $3,050-48.4% | $2,701-41.7% | $2,506-37.2% |
| Participant deferral / active EE | $2,376 | $3,725-36.2% | $3,817-37.7% | $4,310-44.9% |
| Admin fee / account holder | $163 | $106+54.1% | $3,224-95.0% | $188-13.3% |