See peer percentile detail. $4.99 for your first month.
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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 52 · EIN 04-1590850 | Indirect Investment Fees | $74,295 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,560 |
AAFCPAS, INC.2 years Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $14,582 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,054 | $46,292-54.5% | $143,757-85.4% | $64,808-67.5% |
| Participation rate | 69.5% | 64.2%+5.3pp | 80.3%-10.8pp | 71.5%-2.0pp |
| Annual return | -14.32% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,121 | $1,910-41.3% | $4,951-77.4% | $2,506-55.3% |
| Participant deferral / active EE | $798 | $2,646-69.8% | $5,637-85.8% | $4,310-81.5% |
| Admin fee / account holder | $296 | $154+92.4% | $14,673-98.0% | $188+57.6% |