See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,266 |
TWO WEST CAPITAL ADVISORS2 years Service code 26 · EIN 27-3055170 | Advisory (Participants) | $11,360 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $3,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,975 | $61,272-31.5% | $149,673-72.0% | $71,457-41.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.01% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,049 | $2,378+28.2% | $4,818-36.7% | $2,588+17.8% |
| Participant deferral / active EE | $2,507 | $2,917-14.1% | $5,680-55.9% | $4,289-41.5% |
| Admin fee / account holder | $115 | $1,261-90.9% | $13,210-99.1% | $1,587-92.7% |