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 | $3,676 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | 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 | $135,272 | $73,404+84.3% | $87,100+55.3% | $67,579+100.2% |
| Participation rate | 81.1% | 80.9%+0.3pp | 76.9%+4.3pp | 71.3%+9.9pp |
| Annual return | 22.58% | 48.29%-25.7pp | 28.19%-5.6pp | 378.56%-356.0pp |
| Employer contribution / active EE | $4,259 | $2,014+111.5% | $2,521+68.9% | $2,148+98.3% |
| Participant deferral / active EE | $6,301 | $3,913+61.0% | $4,049+55.6% | $3,539+78.0% |
| Admin fee / account holder | $12 | $142-91.8% | $7,497-99.8% | $142-91.8% |