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 | $64,871 |
PARK AVENUE SECURITIES LLC2 years Service code 53 · EIN 13-4023176 | Insurance Commissions | $24,602 |
Service code 10 · EIN 43-1947695 | Accounting | $15,556 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $49,993 | $95,542-47.7% | $69,455-28.0% | $67,579-26.0% |
| Participation rate | 95.0% | 79.4%+15.7pp | 74.6%+20.4pp | 71.3%+23.8pp |
| Annual return | 4.33% | 17.67%-13.3pp | 28.97%-24.6pp | 378.56%-374.2pp |
| Employer contribution / active EE | $5,994 | $2,989+100.6% | $2,779+115.7% | $2,148+179.1% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $226 | $90+151.5% | $3,839-94.1% | $142+58.8% |