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 |
|---|---|---|
TIAA6 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $43,914 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,371 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,002 | $69,763-28.3% | $67,502-25.9% | $74,495-32.9% |
| Participation rate | 97.4% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.2pp |
| Annual return | 30.55% | -40.34%+70.9pp | 3512.12%-3481.6pp | 1364.94%-1334.4pp |
| Employer contribution / active EE | $3,794 | $2,704+40.3% | $2,731+38.9% | $2,623+44.6% |
| Participant deferral / active EE | $4,083 | $3,636+12.3% | $4,000+2.1% | $4,346-6.0% |
| Admin fee / account holder | $248 | $896-72.4% | $3,998-93.8% | $1,942-87.3% |