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 49 · EIN 04-1590850 | Other Services | $6,443 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $223,912 | $55,790+301.3% | $76,817+191.5% | $67,579+231.3% |
| Participation rate | 98.7% | 71.1%+27.6pp | 72.1%+26.6pp | 71.3%+27.4pp |
| Annual return | 20.34% | 64.45%-44.1pp | 1166.11%-1145.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $8,755 | $1,810+383.6% | $2,302+280.3% | $2,148+307.6% |
| Participant deferral / active EE | $8,979 | $2,875+212.3% | $3,336+169.2% | $3,539+153.7% |
| Admin fee / account holder | $13 | $159-92.1% | $6,420-99.8% | $142-91.2% |