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 | $24,855 |
CLS INVESTMENTS4 years Filed as: CLS INVESTMENTS, LLC Service code 26 · EIN 32-0070947 17300 DALLAS PKWY · DALLAS, TX 752481139 | Advisory (Participants) | $6,975 |
TIAA6+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $6,051 |
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 | $79,269 | $74,706+6.1% | $75,696+4.7% | $79,386-0.1% |
| Participation rate | 94.2% | 75.3%+18.9pp | 74.8%+19.4pp | 70.7%+23.5pp |
| Annual return | 25.07% | 18.52%+6.5pp | 104.53%-79.5pp | 116.85%-91.8pp |
| Employer contribution / active EE | $2,125 | $2,590-17.9% | $2,743-22.5% | $2,427-12.4% |
| Participant deferral / active EE | $6,238 | $3,533+76.6% | $3,821+63.2% | $4,046+54.2% |
| Admin fee / account holder | $220 | $374-41.2% | $3,619-93.9% | $626-64.8% |