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 |
|---|---|---|
ALLIANZ GLOBAL INVESTORS7 years Filed as: ALLIANZ FUNDS Service code 60 | Sub-TA Fees | $0 |
AMERICAN FUNDS7 years Service code 60 | Sub-TA Fees | $0 |
BLACKROCK7 years Filed as: BLACKROCK FUNDS Service code 60 | Sub-TA Fees | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 59 | Shareholder Servicing | $0 |
OPPENHEIMER7 years Filed as: OPPENHEIMER FUNDS Service code 63 | 12b-1 Fees | $0 |
Filed as: PRUDENTIAL Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,131 | $78,976+16.7% | $100,383-8.2% | $74,546+23.6% |
| Participation rate | 48.8% | 79.5%-30.7pp | 81.5%-32.7pp | 67.2%-18.4pp |
| Annual return | 11.17% | 20.62%-9.4pp | 49.26%-38.1pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $351 | $3,019-88.4% | $3,944-91.1% | $2,624-86.6% |
| Participant deferral / active EE | $882 | $7,758-88.6% | $8,086-89.1% | $4,347-79.7% |
| Admin fee / account holder | $69 | $1,330-94.8% | $7,900-99.1% | $1,944-96.5% |