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 |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $440 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 PO BOX 419200 · KANSAS CITY, MO 641416200 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INV. ADV. Service code 52 C/O BFDS · CANTON, MA 020212809 | Indirect Investment Fees | $0 |
HARBOR4+ years Service code 52 111 S. WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Filed as: HARTFORD Service code 52 690 ASYLUM AVE · HARTFORD, CT 06115 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 C/O DST SYSTEMS, INC. · KANSAS CITY, MO 641051407 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 52 245 PARK AVE · NEW YORK, NY 10167 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS FUNDS Service code 52 111 HUNTINGTON AVE · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FUNDS Service code 52 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Indirect Investment Fees | $0 |
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 | $56,210 | $82,546-31.9% | $140,016-59.9% | $75,289-25.3% |
| Participation rate | 95.2% | 88.4%+6.8pp | 87.5%+7.7pp | 72.4%+22.8pp |
| Annual return | 9.28% | -0.36%+9.6pp | 651.12%-641.8pp | -0.04%+9.3pp |
| Employer contribution / active EE | $1,908 | $3,856-50.5% | $5,606-66.0% | $2,405-20.7% |
| Participant deferral / active EE | $5,210 | $5,731-9.1% | $6,927-24.8% | $3,739+39.4% |
| Admin fee / account holder | $2 | $86-97.3% | $10,705-100.0% | $102-97.7% |