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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $23,704 |
TWO WEST CAPITAL ADVISORS4 years Service code 16 · EIN 27-3055170 | Consulting | $13,900 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 | Plan Administrator | $11,826 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 | Accounting | $10,500 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 28 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Investment Management | $4,761 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $56,902 | $67,984-16.3% | $65,493-13.1% | $74,304-23.4% |
| Participation rate | 83.3% | 66.3%+17.0pp | 73.1%+10.2pp | 60.3%+23.0pp |
| Annual return | 10.08% | 19.87%-9.8pp | 982.45%-972.4pp | 29.43%-19.4pp |
| Employer contribution / active EE | $492 | $2,491-80.3% | $2,574-80.9% | $2,241-78.1% |
| Participant deferral / active EE | $4,262 | $3,346+27.4% | $3,961+7.6% | $3,767+13.1% |
| Admin fee / account holder | $255 | $1,373-81.5% | $5,028-94.9% | $2,969-91.4% |