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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $21,073 |
IATA1 year Service code 10 · EIN 59-2206283 | Accounting | $13,250 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $3,374 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
RIDGEWORTH3 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816 | 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 | $120,892 | $54,762+120.8% | $90,281+33.9% | $72,985+65.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.72% | 30.63%-10.9pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $8,897 | $2,092+325.2% | $2,854+211.7% | $2,440+264.7% |
| Participant deferral / active EE | $8,147 | $2,887+182.2% | $3,885+109.7% | $3,607+125.8% |
| Admin fee / account holder | $231 | $3,972-94.2% | $5,351-95.7% | $5,124-95.5% |