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 |
|---|---|---|
ROCK OF AGES CORPORATION2 years Service code 10 · EIN 03-0153200 | Accounting | $10,448 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $3,812 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,885 | $82,274+168.5% | $152,466+44.9% | $79,386+178.2% |
| Participation rate | 97.6% | 76.4%+21.1pp | 78.2%+19.4pp | 70.7%+26.9pp |
| Annual return | 12.25% | 7959.84%-7947.6pp | 757.33%-745.1pp | 116.85%-104.6pp |
| Employer contribution / active EE | $6,420 | $3,613+77.7% | $4,327+48.4% | $2,427+164.5% |
| Participant deferral / active EE | $6,816 | $4,969+37.2% | $5,820+17.1% | $4,046+68.5% |
| Admin fee / account holder | $93 | $632-85.3% | $15,805-99.4% | $626-85.1% |