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 | $1,170 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | 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 | $89,147 | $64,286+38.7% | $106,387-16.2% | $55,725+60.0% |
| Participation rate | 95.7% | 75.2%+20.5pp | 77.5%+18.3pp | 70.9%+24.9pp |
| Annual return | -4.25% | 0.84%-5.1pp | 0.25%-4.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,730 | $2,367+15.3% | $3,520-22.5% | $2,078+31.3% |
| Participant deferral / active EE | $4,607 | $4,158+10.8% | $5,421-15.0% | $3,356+37.3% |
| Admin fee / account holder | $23 | $102-77.9% | $7,510-99.7% | $115-80.4% |