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 |
|---|---|---|
TCI WEALTH ADVISORS INC3 years Filed as: TCI WEALTH ADVISORS Service code 28 · EIN 86-1002710 4757 CAUGHLIN PKWY SUITE B · RENO, NV 89519 | Investment Management | $112,832 |
ALBRIGHT & ASSOCIATES, LTD4+ years Service code 10 · EIN 88-0149095 1025 RIDGEVIEW DR., SUITE 300 · RENO, NV 89509 | Accounting | $24,420 |
SIERRA PENSION SERVICES, INC.4+ years Service code 11 · EIN 71-0946290 9744 S. VIRGINIA ST., SUITE C · RENO, NV 89511 | Actuarial | $18,230 |
MAUPIN, COX & LEGOY4+ years Service code 29 · EIN 88-0119903 4785 CAUGHLIN PARKWAY · RENO, NV 89519 | Legal | $1,594 |
CHARLES SCHWAB & CO., INC.4+ years Service code 28 · EIN 94-1737782 101 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $1,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,709 | $47,977+66.1% | $154,107-48.3% | $56,287+41.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -9.10% | 3.54%-12.6pp | 735.12%-744.2pp | -9.96%+0.9pp |
| Employer contribution / active EE | $5,975 | $2,169+175.5% | $5,298+12.8% | $2,111+183.0% |
| Participant deferral / active EE | $3,830 | $2,392+60.1% | $5,081-24.6% | $3,350+14.4% |
| Admin fee / account holder | $468 | $438+6.8% | $13,411-96.5% | $521-10.2% |