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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS7 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $30,008 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $15,003 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $6,750 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 5350 77 CENTER DR., STE. 200 · CHARLOTTE, NC 282172783 | Plan Administrator | $5,252 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,558 | $55,415-10.6% | $155,509-68.1% | $74,495-33.5% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 9.99% | 268.50%-258.5pp | 64.67%-54.7pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $2,697 | $2,267+19.0% | $4,672-42.3% | $2,623+2.8% |
| Participant deferral / active EE | $4,565 | $2,836+61.0% | $5,626-18.9% | $4,346+5.0% |
| Admin fee / account holder | $264 | $1,738-84.8% | $15,912-98.3% | $1,942-86.4% |