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 49 · EIN 04-1590850 | Other Services | $2,145 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Service code 16 · EIN 04-2675571 | Consulting | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
LOMBARDI, CLAIRMONT & KEEGAN4 years Service code 10 · EIN 04-2511474 | Accounting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $138,057 | $58,879+134.5% | $178,490-22.7% | $73,488+87.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.36% | 24.86%-13.5pp | 151.07%-139.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $4,980 | $2,236+122.7% | $5,011-0.6% | $2,270+119.4% |
| Participant deferral / active EE | $8,146 | $2,567+217.3% | $5,202+56.6% | $3,740+117.8% |
| Admin fee / account holder | $11 | $400-97.2% | $13,984-99.9% | $513-97.8% |