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 |
|---|---|---|
LOMBARDI, CLAIRMONT & KEEGAN2 years Service code 10 · EIN 04-2511474 | Accounting | $6,500 |
Service code 16 · EIN 04-2675571 | Consulting | $5,000 |
Service code 49 · EIN 04-1590850 | Other Services | $3,329 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
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 | $101,337 | $47,977+111.2% | $154,107-34.2% | $56,287+80.0% |
| Participation rate | 97.4% | 66.2%+31.2pp | 83.0%+14.3pp | 69.9%+27.5pp |
| Annual return | -2.51% | 3.54%-6.0pp | 735.12%-737.6pp | -9.96%+7.4pp |
| Employer contribution / active EE | $4,556 | $2,169+110.1% | $5,298-14.0% | $2,111+115.8% |
| Participant deferral / active EE | $7,276 | $2,392+204.2% | $5,081+43.2% | $3,350+117.2% |
| Admin fee / account holder | $18 | $438-96.0% | $13,411-99.9% | $521-96.6% |