Filed January 21, 2026
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 |
|---|---|---|
TIAA4 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $30,708 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 20 PACIFICA · IRVINE, CA 926187469 | Advisory (Plan) | $9,736 |
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 | $32,248 | $60,989-47.1% | $60,874-47.0% | $66,914-51.8% |
| Participation rate | 81.3% | 74.5%+6.8pp | 73.1%+8.2pp | 69.8%+11.5pp |
| Annual return | -14.21% | -9.60%-4.6pp | 16.90%-31.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,862 | $2,661+7.6% | $2,701+5.9% | $2,544+12.5% |
| Participant deferral / active EE | $2,947 | $3,615-18.5% | $3,817-22.8% | $4,237-30.4% |
| Admin fee / account holder | $135 | $338-60.1% | $3,224-95.8% | $593-77.2% |