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 | $93,437 |
PARK AVENUE SECURITIES LLC5 years Service code 53 · EIN 13-4023176 | Insurance Commissions | $39,314 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 34-1846498 | Accounting | $16,800 |
AB FUNDS5 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,895 | $79,124-35.7% | $60,874-16.4% | $64,808-21.5% |
| Participation rate | 80.9% | 77.7%+3.2pp | 73.1%+7.8pp | 71.5%+9.4pp |
| Annual return | -12.10% | -7.13%-5.0pp | 16.90%-29.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $6,858 | $3,050+124.8% | $2,701+153.9% | $2,506+173.7% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $298 | $106+181.7% | $3,224-90.8% | $188+58.5% |