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 | $6,102 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3155639 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
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 | $151,257 | $65,395+131.3% | $182,532-17.1% | $72,985+107.2% |
| Participation rate | 95.5% | 65.4%+30.1pp | 78.0%+17.5pp | 69.5%+26.0pp |
| Annual return | 14.16% | 27.68%-13.5pp | 148.54%-134.4pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,332 | $1,911-30.3% | $4,076-67.3% | $2,440-45.4% |
| Participant deferral / active EE | $7,615 | $3,563+113.7% | $5,524+37.9% | $3,607+111.1% |
| Admin fee / account holder | $52 | $4,245-98.8% | $8,592-99.4% | $5,124-99.0% |