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 FUNDS1 year Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 | Investment Management | $0 |
INVESCO1 year Service code 28 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 28 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,910 | $85,135-36.7% | $98,907-45.5% | $73,409-26.6% |
| Participation rate | 86.6% | 81.1%+5.5pp | 76.0%+10.6pp | 72.2%+14.4pp |
| Annual return | 68.60% | 19.14%+49.5pp | 196.43%-127.8pp | 59.29%+9.3pp |
| Employer contribution / active EE | $5,944 | $2,721+118.5% | $2,689+121.1% | $2,234+166.1% |
| Participant deferral / active EE | $13,324 | $4,349+206.4% | $4,244+213.9% | $3,805+250.1% |
| Admin fee / account holder | $4 | $139-96.9% | $6,642-99.9% | $158-97.3% |