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 ADVISORS3 years Service code 13 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Contract Administrator | $48,196 |
TIAA7 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $20,979 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE.320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $12,574 |
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 | $71,317 | $69,763+2.2% | $67,502+5.7% | $74,495-4.3% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 12.18% | -40.34%+52.5pp | 3512.12%-3499.9pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $4,778 | $2,704+76.7% | $2,731+75.0% | $2,623+82.2% |
| Participant deferral / active EE | $4,062 | $3,636+11.7% | $4,000+1.5% | $4,346-6.5% |
| Admin fee / account holder | $199 | $896-77.8% | $3,998-95.0% | $1,942-89.7% |