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 |
|---|---|---|
Filed as: VALIC Service code 19 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $12,081 |
Service code 19 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, SC 66046 | Securities Custodian | $7,894 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $5,291 |
TAG RESOURCES, LLC4 years Filed as: TAG RESOURCES Service code 50 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Direct Payment | $4,839 |
Filed as: TRANSAMERICA RETIREMENT Service code 12 · EIN 13-3689044 440 MAMARONECK AVE · HARRISON, NY 105282418 | Participant loan processing; Recordke... | $320 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,286 | $65,557-24.8% | $64,056-23.1% | $71,457-31.0% |
| Participation rate | 79.9% | 73.2%+6.7pp | 72.3%+7.6pp | 67.9%+11.9pp |
| Annual return | 9.46% | 18.94%-9.5pp | 33.69%-24.2pp | 28.85%-19.4pp |
| Employer contribution / active EE | $468 | $2,669-82.5% | $2,747-83.0% | $2,588-81.9% |
| Participant deferral / active EE | $2,424 | $3,626-33.2% | $3,880-37.5% | $4,289-43.5% |
| Admin fee / account holder | $175 | $616-71.6% | $3,068-94.3% | $1,587-89.0% |