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 | $32,974 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 04-2509354 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
LORD ABBETT4 years Service code 52 · EIN 13-3712440 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | 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 | $103,213 | $55,636+85.5% | $81,983+25.9% | $73,488+40.4% |
| Participation rate | 99.2% | 62.3%+36.9pp | 69.2%+29.9pp | 70.7%+28.5pp |
| Annual return | 12.81% | 19.07%-6.3pp | 41.31%-28.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,450 | $1,625-10.7% | $2,498-42.0% | $2,270-36.1% |
| Participant deferral / active EE | $4,862 | $2,762+76.0% | $3,722+30.6% | $3,740+30.0% |
| Admin fee / account holder | $224 | $493-54.5% | $5,664-96.0% | $513-56.3% |