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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,785 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
RIDGEWORTH1 year Filed as: VIRTUS MUTUAL FUNDS Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,639 | $73,638-76.0% | $95,952-81.6% | $73,488-76.0% |
| Participation rate | 37.1% | 76.2%-39.0pp | 77.1%-40.0pp | 70.7%-33.6pp |
| Annual return | 16.64% | 16.78%-0.1pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $166 | $1,863-91.1% | $2,541-93.5% | $2,270-92.7% |
| Participant deferral / active EE | $740 | $3,617-79.5% | $4,167-82.2% | $3,740-80.2% |
| Admin fee / account holder | $64 | $482-86.8% | $6,795-99.1% | $513-87.6% |