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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,395 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 82-1434504 | Recordkeeping | $17,171 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $5,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,629 | $69,763-1.6% | $67,502+1.7% | $74,495-7.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.62% | -40.34%+53.0pp | 3512.12%-3499.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,646 | $2,704+34.8% | $2,731+33.5% | $2,623+39.0% |
| Participant deferral / active EE | $4,791 | $3,636+31.8% | $4,000+19.8% | $4,346+10.2% |
| Admin fee / account holder | $184 | $896-79.5% | $3,998-95.4% | $1,942-90.5% |