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 |
|---|---|---|
MORNINGSTAR5 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,240 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $2,578 |
AMERICAN CENTURY8 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 PO BOX 419200 · KANSAS CITY, MO 641416200 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC5 years Filed as: BLACK ROCK FUNDS Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 55 EAST 52ND STREET · NEW YORK, NY 10055 | Indirect Investment Fees | $0 |
AMERICAN FUNDS9+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COLUMBIA8 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 |
HARBOR9+ years Service code 52 111 S. WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
THE HARTFORD8 years Filed as: HARTFORD Service code 52 690 ASYLUM AVE · HARTFORD, CT 06115 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 52 383 MADISON AVE · NEW YORK, NY 10167 | Indirect Investment Fees | $0 |
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 | $90,808 | $112,686-19.4% | $169,993-46.6% | $80,160+13.3% |
| Participation rate | 96.6% | 87.4%+9.2pp | 87.0%+9.6pp | 72.9%+23.7pp |
| Annual return | 20.51% | 67.04%-46.5pp | 53.37%-32.9pp | 40.38%-19.9pp |
| Employer contribution / active EE | $2,662 | $4,481-40.6% | $6,785-60.8% | $2,978-10.6% |
| Participant deferral / active EE | $7,972 | $7,876+1.2% | $10,408-23.4% | $5,017+58.9% |
| Admin fee / account holder | $2 | $99-98.3% | $12,815-100.0% | $145-98.9% |