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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $12,038 |
Filed as: KESTRA INVESTMENT SERVICES Service code 26 · EIN 74-2794194 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Participants) | $6,336 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,559 | $58,879-65.1% | $178,490-88.5% | $73,488-72.0% |
| Participation rate | 74.1% | 66.2%+7.9pp | 81.9%-7.8pp | 70.7%+3.5pp |
| Annual return | 4.24% | 24.86%-20.6pp | 151.07%-146.8pp | 28.51%-24.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $191 | $2,567-92.5% | $5,202-96.3% | $3,740-94.9% |
| Admin fee / account holder | $123 | $400-69.2% | $13,984-99.1% | $513-76.0% |