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 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $25,473 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 9717 COGDILL RD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $14,000 |
TWO WEST CAPITAL ADVISORS3 years Service code 19 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Securities Custodian | $10,565 |
PENTEGRA SERVICES, INC.1 year Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $9,171 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $4,554 |
Employer contribution per participant 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 | $48,883 | $69,763-29.9% | $67,502-27.6% | $74,495-34.4% |
| Participation rate | 92.7% | 71.4%+21.3pp | 72.9%+19.8pp | 67.2%+25.5pp |
| Annual return | 13.50% | -40.34%+53.8pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $295 | $2,704-89.1% | $2,731-89.2% | $2,623-88.7% |
| Participant deferral / active EE | $2,556 | $3,636-29.7% | $4,000-36.1% | $4,346-41.2% |
| Admin fee / account holder | $218 | $896-75.7% | $3,998-94.6% | $1,942-88.8% |