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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,007 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $345 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 PO BOX 419200 · KANSAS CITY, MO 641416200 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC2 years Filed as: BLACK ROCK FUNDS Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 52 55 EAST 52ND STREET · NEW YORK, NY 10055 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT INV. ADV. Service code 52 C/O DST ASSET MANAGER SOLUTIONS, IN · KANSAS CITY, MO 641051407 | Indirect Investment Fees | $0 |
HARBOR6+ years Service code 52 111 S. WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
THE HARTFORD5 years Filed as: HARTFORD Service code 52 690 ASYLUM AVE · HARTFORD, CT 06115 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 C/O DST SYSTEMS, INC. · KANSAS CITY, MO 641051407 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,796 | $110,699-27.9% | $177,821-55.1% | $90,288-11.6% |
| Participation rate | 96.4% | 88.3%+8.0pp | 87.7%+8.6pp | 73.4%+23.0pp |
| Annual return | 29.04% | 22.79%+6.3pp | 48.32%-19.3pp | 53.97%-24.9pp |
| Employer contribution / active EE | $1,140 | $4,118-72.3% | $5,918-80.7% | $2,524-54.8% |
| Participant deferral / active EE | $6,501 | $6,731-3.4% | $7,714-15.7% | $4,232+53.6% |
| Admin fee / account holder | $3 | $90-97.2% | $12,427-100.0% | $114-97.8% |