Filed July 14, 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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
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 | $75,208 | $46,553+61.6% | $64,056+17.4% | $75,163+0.1% |
| Participation rate | 98.9% | 65.9%+33.0pp | 72.3%+26.6pp | 67.2%+31.7pp |
| Annual return | 15.13% | 26.03%-10.9pp | 33.69%-18.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,434 | $1,974+124.7% | $2,747+61.5% | $2,670+66.1% |
| Participant deferral / active EE | $4,595 | $2,837+62.0% | $3,880+18.4% | $4,125+11.4% |
| Admin fee / account holder | $7 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |