Filed June 15, 2022
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 9-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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS6 years Service code 27 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $53,453 |
TIAA6 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $25,657 |
PENTEGRA SERVICES, INC.1 year Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $18,865 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,633 | $83,884-7.5% | $64,056+21.2% | $74,419+4.3% |
| Participation rate | 99.0% | 76.6%+22.4pp | 72.3%+26.7pp | 70.7%+28.3pp |
| Annual return | 13.39% | 16.57%-3.2pp | 33.69%-20.3pp | 34.38%-21.0pp |
| Employer contribution / active EE | $2,836 | $3,084-8.0% | $2,747+3.3% | $2,637+7.5% |
| Participant deferral / active EE | $2,719 | $3,692-26.4% | $3,880-29.9% | $4,528-40.0% |
| Admin fee / account holder | $181 | $196-7.7% | $3,068-94.1% | $348-48.0% |