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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $7,993 |
TAG RESOURCES, LLC3 years Filed as: TAG RESOURCES Service code 14 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Plan Administrator | $6,625 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $1,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,417 | $42,894-31.4% | $60,874-51.7% | $68,494-57.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.48% | -13.98%+5.5pp | 16.90%-25.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $900 | $1,978-54.5% | $2,701-66.7% | $2,596-65.3% |
| Participant deferral / active EE | $3,646 | $2,867+27.2% | $3,817-4.5% | $4,027-9.5% |
| Admin fee / account holder | $143 | $3,101-95.4% | $3,224-95.6% | $5,403-97.4% |