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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $25,602 |
TWO WEST CAPITAL ADVISORS3 years Service code 27 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $21,395 |
TIAA3 years Service code 15 · EIN 13-1625420 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $10,267 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,998 | $69,763-1.1% | $67,502+2.2% | $74,495-7.4% |
| Participation rate | 97.0% | 71.4%+25.6pp | 72.9%+24.1pp | 67.2%+29.8pp |
| Annual return | 10.36% | -40.34%+50.7pp | 3512.12%-3501.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,327 | $2,704-14.0% | $2,731-14.8% | $2,623-11.3% |
| Participant deferral / active EE | $3,520 | $3,636-3.2% | $4,000-12.0% | $4,346-19.0% |
| Admin fee / account holder | $140 | $896-84.3% | $3,998-96.5% | $1,942-92.8% |