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: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $92,115 |
TIAA8+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $49,650 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $24,625 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 P.O. BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,465 | $98,780-26.6% | $60,874+19.0% | $77,904-7.0% |
| Participation rate | 32.8% | 76.7%-43.9pp | 73.1%-40.3pp | 73.7%-40.9pp |
| Annual return | -12.48% | -11.56%-0.9pp | 16.90%-29.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $983 | $3,605-72.7% | $2,701-63.6% | $2,848-65.5% |
| Participant deferral / active EE | $2,278 | $4,200-45.8% | $3,817-40.3% | $4,806-52.6% |
| Admin fee / account holder | $269 | $89+203.5% | $3,224-91.7% | $133+102.9% |