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 16 · EIN 04-2675571 | Consulting | $10,000 |
LOMBARDI, CLAIRMONT & KEEGAN3 years Service code 10 · EIN 04-2511474 | Accounting | $6,700 |
Service code 49 · EIN 04-1590850 | Other Services | $2,539 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | 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 | $118,839 | $52,953+124.4% | $172,739-31.2% | $65,185+82.3% |
| Participation rate | 98.7% | 66.2%+32.5pp | 82.6%+16.0pp | 70.2%+28.5pp |
| Annual return | 20.08% | 30.12%-10.0pp | 802.84%-782.8pp | 29.38%-9.3pp |
| Employer contribution / active EE | $4,711 | $2,190+115.2% | $5,143-8.4% | $2,177+116.4% |
| Participant deferral / active EE | $7,400 | $2,471+199.5% | $5,198+42.4% | $3,514+110.6% |
| Admin fee / account holder | $13 | $472-97.2% | $13,954-99.9% | $847-98.5% |