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 3-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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 1166 AVENUE OF AMERICAS · NEW YORK, NY 100362707 | Advisory (Plan) | $278,542 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $177,760 |
Service code 16 · EIN 88-3645602 1959 N PEACE HAVEN RD · WINSTON SALEM, NC 271064850 | Consulting | $153,065 |
MCGUIRE WOODS2 years Service code 27 · EIN 54-0505857 800 E CANAL ST · RICHMOND, VA 232193956 | Advisory (Plan) | $18,416 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 TIAA-TEACHERS INSURANCE AND ANNUITY · NEW YORK, NY 100173206 | Contract Administrator | $1,847 |
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 | $70,332 | $113,293-37.9% | $67,502+4.2% | $199,593-64.8% |
| Participation rate | 92.4% | 73.3%+19.1pp | 72.9%+19.5pp | 72.0%+20.4pp |
| Annual return | 63.97% | 15.88%+48.1pp | 3512.12%-3448.2pp | 34.25%+29.7pp |
| Employer contribution / active EE | $1,748 | $3,401-48.6% | $2,731-36.0% | $3,034-42.4% |
| Participant deferral / active EE | $2,663 | $4,159-36.0% | $4,000-33.4% | $5,087-47.6% |
| Admin fee / account holder | $189 | $103+84.7% | $3,998-95.3% | $269-29.6% |