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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $22,378 |
Filed as: TWO WEEST CAPITAL ADVISORS Service code 13 · EIN 27-3055170 10975 BENSON DR · OVERLAND PARK, KS 662101569 | Contract Administrator | $19,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,655 | $60,795-1.9% | $69,455-14.1% | $65,185-8.5% |
| Participation rate | 98.2% | 74.9%+23.4pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 16.27% | 17.46%-1.2pp | 28.97%-12.7pp | 29.38%-13.1pp |
| Employer contribution / active EE | $3,902 | $2,452+59.1% | $2,779+40.4% | $2,177+79.3% |
| Participant deferral / active EE | $2,844 | $3,162-10.1% | $3,535-19.6% | $3,514-19.1% |
| Admin fee / account holder | $93 | $314-70.2% | $3,839-97.6% | $847-89.0% |