See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS6 years Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $12,974 |
COULTER & JUSTUS3 years Service code 10 · EIN 62-1532536 9717 COGDILL RD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $8,000 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $7,190 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE. STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $6,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,763 | $48,795-10.3% | $65,493-33.2% | $84,808-48.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.16% | 20.20%-5.0pp | 982.45%-967.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,266 | $1,930-34.4% | $2,574-50.8% | $2,631-51.9% |
| Participant deferral / active EE | $4,473 | $2,928+52.7% | $3,961+12.9% | $4,212+6.2% |
| Admin fee / account holder | $264 | $3,877-93.2% | $5,028-94.7% | $7,344-96.4% |