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 | $15,578 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,635 | $75,284-19.5% | $91,001-33.4% | $69,631-12.9% |
| Participation rate | 56.9% | 80.4%-23.5pp | 75.6%-18.7pp | 70.7%-13.8pp |
| Annual return | 16.17% | 48.40%-32.2pp | 4.60%+11.6pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $593 | $2,473-76.0% | $2,456-75.9% | $2,032-70.8% |
| Participant deferral / active EE | $2,044 | $3,700-44.8% | $3,547-42.4% | $3,224-36.6% |
| Admin fee / account holder | $65 | $111-41.1% | $5,417-98.8% | $110-41.0% |