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: SELECT EQUITY GROUP Service code 51 · EIN 46-3465710 | Investment Mgmt Fees | $87,969 |
Service code 51 · EIN 90-0325439 | Investment Mgmt Fees | $11,449 |
AMERICAN FUNDS1 year Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 51 | Investment Mgmt Fees | $8,971 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 10.64% | 10.25%+0.4pp | 35.14%-24.5pp | 22.81%-12.2pp |
| Employer contribution / active EE | $75,530 | $45,684+65.3% | $46,378+62.9% | $18,290+313.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $69-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |