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 | $110,696 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $37,271 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | 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 | $65,417 | $56,485+15.8% | $185,823-64.8% | $86,799-24.6% |
| Participation rate | 92.6% | 65.5%+27.1pp | 81.7%+10.9pp | 72.3%+20.3pp |
| Annual return | 27.28% | 118.04%-90.8pp | 122.05%-94.8pp | 97.91%-70.6pp |
| Employer contribution / active EE | $1,221 | $1,843-33.7% | $5,167-76.4% | $2,405-49.2% |
| Participant deferral / active EE | $2,465 | $2,553-3.4% | $5,568-55.7% | $4,131-40.3% |
| Admin fee / account holder | $293 | $150+95.8% | $16,237-98.2% | $170+72.7% |