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 13 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Contract Administrator | $15,097 |
CLS INVESTMENTS2 years Filed as: CLS INVESTMENTS, LLC Service code 26 · EIN 32-0070947 17300 DALLAS PKWY · DALLAS, TX 752481139 | Advisory (Participants) | $8,457 |
TIAA4+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $1,229 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,600 | $60,795+3.0% | $69,455-9.9% | $65,185-4.0% |
| Participation rate | 87.3% | 74.9%+12.5pp | 74.6%+12.7pp | 70.2%+17.1pp |
| Annual return | 3.79% | 17.46%-13.7pp | 28.97%-25.2pp | 29.38%-25.6pp |
| Employer contribution / active EE | $1,883 | $2,452-23.2% | $2,779-32.3% | $2,177-13.5% |
| Participant deferral / active EE | $4,867 | $3,162+53.9% | $3,535+37.7% | $3,514+38.5% |
| Admin fee / account holder | $126 | $314-59.9% | $3,839-96.7% | $847-85.2% |