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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Service code 26 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Participants) | $17,921 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $7,793 |
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Recordkeeping | $5,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,168 | $55,415-11.3% | $155,509-68.4% | $74,495-34.0% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 11.32% | 268.50%-257.2pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,008 | $2,267+32.7% | $4,672-35.6% | $2,623+14.7% |
| Participant deferral / active EE | $2,466 | $2,836-13.0% | $5,626-56.2% | $4,346-43.2% |
| Admin fee / account holder | $247 | $1,738-85.8% | $15,912-98.4% | $1,942-87.3% |