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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS2 years Service code 13 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Contract Administrator | $37,440 |
TIAA6 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $21,900 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE.320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $11,500 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $5,800 |
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 | $65,216 | $65,557-0.5% | $64,056+1.8% | $71,457-8.7% |
| Participation rate | 97.7% | 73.2%+24.5pp | 72.3%+25.4pp | 67.9%+29.8pp |
| Annual return | 12.27% | 18.94%-6.7pp | 33.69%-21.4pp | 28.85%-16.6pp |
| Employer contribution / active EE | $4,454 | $2,669+66.9% | $2,747+62.2% | $2,588+72.1% |
| Participant deferral / active EE | $3,941 | $3,626+8.7% | $3,880+1.6% | $4,289-8.1% |
| Admin fee / account holder | $193 | $616-68.7% | $3,068-93.7% | $1,587-87.9% |