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 ADVISORS5 years Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $8,357 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 9717 COGDILL RD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $6,750 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE. STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $6,584 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $2,686 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,260 | $48,230-24.8% | $67,502-46.3% | $80,856-55.2% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.2pp |
| Annual return | 10.21% | 18.28%-8.1pp | 3512.12%-3501.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,089 | $2,020-46.1% | $2,731-60.1% | $2,755-60.5% |
| Participant deferral / active EE | $4,231 | $2,924+44.7% | $4,000+5.8% | $4,296-1.5% |
| Admin fee / account holder | $172 | $3,681-95.3% | $3,998-95.7% | $6,918-97.5% |