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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $67,886 |
Service code 49 · EIN 04-1590850 | Other Services | $10,929 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 81-4543855 | 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 | $225,102 | $81,474+176.3% | $133,956+68.0% | $73,488+206.3% |
| Participation rate | 88.8% | 76.4%+12.5pp | 79.8%+9.0pp | 70.7%+18.1pp |
| Annual return | 28.96% | 19.40%+9.6pp | 45.09%-16.1pp | 28.51%+0.4pp |
| Employer contribution / active EE | $1,768 | $2,209-20.0% | $3,919-54.9% | $2,270-22.1% |
| Participant deferral / active EE | $5,857 | $3,786+54.7% | $5,048+16.0% | $3,740+56.6% |
| Admin fee / account holder | $81 | $713-88.6% | $8,927-99.1% | $513-84.1% |