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 ADVISORS4 years Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $10,026 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE. STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $6,270 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 9717 COGDILL RD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $5,800 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $2,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,399 | $46,553-24.0% | $64,056-44.7% | $75,163-52.9% |
| Participation rate | 96.5% | 65.9%+30.5pp | 72.3%+24.2pp | 67.2%+29.3pp |
| Annual return | 13.39% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,100 | $1,974-44.3% | $2,747-59.9% | $2,670-58.8% |
| Participant deferral / active EE | $4,560 | $2,837+60.8% | $3,880+17.5% | $4,125+10.5% |
| Admin fee / account holder | $178 | $2,952-94.0% | $3,068-94.2% | $5,651-96.9% |