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 |
|---|---|---|
SIKICH LLP2 years Service code 11 · EIN 36-3168081 1415 W. DIEHL ROAD, STE. 400 · NAPERVILLE, IL 605631197 | Actuarial | $15,500 |
TWO WEST CAPITAL ADVISORS2 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $10,355 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $4,236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,466 | $67,984+40.4% | $65,493+45.8% | $74,304+28.5% |
| Participation rate | 94.1% | 66.3%+27.8pp | 73.1%+21.0pp | 60.3%+33.7pp |
| Annual return | 13.85% | 19.87%-6.0pp | 982.45%-968.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,453 | $2,491-41.7% | $2,574-43.6% | $2,241-35.2% |
| Participant deferral / active EE | $1,739 | $3,346-48.0% | $3,961-56.1% | $3,767-53.8% |
| Admin fee / account holder | $100 | $1,373-92.7% | $5,028-98.0% | $2,969-96.6% |