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 |
|---|---|---|
Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $139,009 |
TWO WEST CAPITAL ADVISORS2 years Service code 19 · EIN 27-3055170 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Securities Custodian | $28,108 |
TIAA6+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT,LLC Service code 19 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $22,282 |
HK FINANCIAL SERVICES2 years Filed as: HONKAMP KRUEGER & CO., PC Service code 10 · EIN 42-0946155 2345 JOHN F KENNEDY RD · DUBQUUE, IA 52002 | Accounting | $8,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,758 | $65,322+17.5% | $70,449+9.0% | $73,488+4.4% |
| Participation rate | 97.4% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.7pp |
| Annual return | 13.27% | 15.71%-2.4pp | 109.03%-95.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,398 | $2,460-2.5% | $2,737-12.4% | $2,270+5.6% |
| Participant deferral / active EE | $3,102 | $3,375-8.1% | $3,709-16.4% | $3,740-17.0% |
| Admin fee / account holder | $93 | $214-56.3% | $3,845-97.6% | $513-81.8% |