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 ADVISORS8 years Service code 27 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $68,214 |
TIAA8 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $32,817 |
PENTEGRA SERVICES, INC.3 years Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $21,713 |
COULTER & JUSTUS4 years Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,543 | $96,018-9.9% | $65,493+32.1% | $85,563+1.1% |
| Participation rate | 98.4% | 74.8%+23.6pp | 73.1%+25.3pp | 66.0%+32.5pp |
| Annual return | 13.07% | 14.51%-1.4pp | 982.45%-969.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $2,904 | $3,235-10.2% | $2,574+12.8% | $2,654+9.5% |
| Participant deferral / active EE | $2,704 | $4,055-33.3% | $3,961-31.7% | $4,375-38.2% |
| Admin fee / account holder | $214 | $271-20.9% | $5,028-95.7% | $834-74.3% |