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 |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $14,684 |
Service code 28 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Investment Management | $3,145 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $943 |
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 | $71,720 | $77,899-7.9% | $149,673-52.1% | $75,163-4.6% |
| Participation rate | 94.0% | 65.6%+28.5pp | 78.8%+15.3pp | 67.2%+26.9pp |
| Annual return | 18.29% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,489 | $3,137-52.5% | $4,818-69.1% | $2,670-44.2% |
| Participant deferral / active EE | $5,001 | $3,411+46.6% | $5,680-12.0% | $4,125+21.2% |
| Admin fee / account holder | $251 | $5,956-95.8% | $13,210-98.1% | $5,651-95.6% |