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 | $239,443 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $88,432 |
DICICCO, GULMAN & COMPANY LLP5+ years Filed as: DICICCO, GULMAN & COMPANY, LLP Service code 10 · EIN 04-3296226 | Accounting | $11,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | 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 | $145,321 | $101,523+43.1% | $141,162+2.9% | $77,787+86.8% |
| Participation rate | 96.5% | 77.4%+19.2pp | 82.5%+14.1pp | 73.2%+23.3pp |
| Annual return | 24.07% | 56.22%-32.1pp | 71.39%-47.3pp | 32.57%-8.5pp |
| Employer contribution / active EE | $3,533 | $3,341+5.7% | $4,735-25.4% | $2,504+41.1% |
| Participant deferral / active EE | $8,888 | $6,434+38.2% | $6,709+32.5% | $3,967+124.0% |
| Admin fee / account holder | $169 | $92+84.9% | $10,261-98.4% | $100+69.1% |