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 52 · EIN 04-1590850 | Indirect Investment Fees | $129,109 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,566 | $59,535+144.5% | $90,160+61.5% | $62,292+133.7% |
| Participation rate | 97.8% | 73.0%+24.7pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 17.32% | 23.53%-6.2pp | 34.88%-17.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $8,573 | $1,826+369.6% | $3,318+158.4% | $2,042+319.8% |
| Participant deferral / active EE | $10,841 | $4,639+133.7% | $5,288+105.0% | $3,169+242.1% |
| Admin fee / account holder | $458 | $337+36.0% | $5,943-92.3% | $479-4.5% |