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 8-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 |
|---|---|---|
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
RIDGEWORTH3 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $671,907-100.0% | $671,907-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 15.0%-15.0pp | 47.4%-47.4pp |
| Annual return | 20.30% | 5.07%+15.2pp | 10.76%+9.5pp | 12.16%+8.1pp |
| Employer contribution / active EE | $3,042 | $97,324-96.9% | $68,795-95.6% | $44,746-93.2% |
| Participant deferral / active EE | $0 | $259-100.0% | $229-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $6,717-100.0% | $17,640-100.0% |