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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,997 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 82-1434504 | Recordkeeping | $29,478 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,396 | $67,984+13.8% | $65,493+18.2% | $74,304+4.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 11.07% | 19.87%-8.8pp | 982.45%-971.4pp | 29.43%-18.4pp |
| Employer contribution / active EE | $3,686 | $2,491+48.0% | $2,574+43.2% | $2,241+64.5% |
| Participant deferral / active EE | $5,232 | $3,346+56.3% | $3,961+32.1% | $3,767+38.9% |
| Admin fee / account holder | $218 | $1,373-84.2% | $5,028-95.7% | $2,969-92.7% |