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 |
|---|---|---|
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $51,264 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,950 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,500 |
Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 59-1517485 | Advisory (Participants) | $6,250 |
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 | $56,737 | $67,984-16.5% | $65,493-13.4% | $74,304-23.6% |
| Participation rate | 94.5% | 66.3%+28.2pp | 73.1%+21.4pp | 60.3%+34.2pp |
| Annual return | 12.74% | 19.87%-7.1pp | 982.45%-969.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $4,114 | $2,491+65.1% | $2,574+59.8% | $2,241+83.6% |
| Participant deferral / active EE | $4,650 | $3,346+39.0% | $3,961+17.4% | $3,767+23.4% |
| Admin fee / account holder | $280 | $1,373-79.6% | $5,028-94.4% | $2,969-90.6% |