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 52 · EIN 04-1590850 | Indirect Investment Fees | $3,598 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO2 years Service code 52 · EIN 36-3145972 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,567 | $79,428-84.2% | $106,548-88.2% | $79,386-84.2% |
| Participation rate | 74.3% | 74.1%+0.2pp | 76.1%-1.8pp | 70.7%+3.6pp |
| Annual return | 14.60% | 18.27%-3.7pp | 26.80%-12.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,004 | $2,234-55.1% | $2,819-64.4% | $2,427-58.7% |
| Participant deferral / active EE | $1,497 | $3,823-60.8% | $4,398-66.0% | $4,046-63.0% |
| Admin fee / account holder | $46 | $523-91.2% | $7,407-99.4% | $626-92.7% |