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 | $10,522 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE4 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 |
INVESCO2 years Service code 52 · EIN 13-3155639 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,514 | $72,012+139.6% | $185,823-7.2% | $79,858+116.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.30% | 23.12%-10.8pp | 35.95%-23.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,767 | $1,965-10.1% | $4,087-56.8% | $2,471-28.5% |
| Participant deferral / active EE | $9,692 | $3,779+156.5% | $5,632+72.1% | $3,740+159.1% |
| Admin fee / account holder | $99 | $4,513-97.8% | $9,500-99.0% | $5,306-98.1% |