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 | $14,829 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
NUVEEN2 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
RIDGEWORTH2 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1840883 | 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 | $75,698 | $65,118+16.2% | $76,768-1.4% | $55,725+35.8% |
| Participation rate | 93.7% | 79.6%+14.1pp | 77.0%+16.8pp | 70.9%+22.9pp |
| Annual return | -2.49% | -1.27%-1.2pp | 2.43%-4.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,159 | $1,941+11.2% | $2,485-13.1% | $2,078+3.9% |
| Participant deferral / active EE | $6,182 | $3,688+67.6% | $3,852+60.5% | $3,356+84.2% |
| Admin fee / account holder | $16 | $116-86.4% | $6,675-99.8% | $115-86.3% |