See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $47,043 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL INVESTMENTS Service code 52 · EIN 31-1276717 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1416752 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,996 | $58,879+22.3% | $178,490-59.7% | $73,488-2.0% |
| Participation rate | 87.9% | 66.2%+21.7pp | 81.9%+6.0pp | 70.7%+17.2pp |
| Annual return | 10.46% | 24.86%-14.4pp | 151.07%-140.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $1,380 | $2,236-38.3% | $5,011-72.5% | $2,270-39.2% |
| Participant deferral / active EE | $4,522 | $2,567+76.1% | $5,202-13.1% | $3,740+20.9% |
| Admin fee / account holder | $259 | $400-35.3% | $13,984-98.1% | $513-49.5% |