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 | $68,590 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $17,922 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,490 | $42,810-5.4% | $169,463-76.1% | $55,725-27.3% |
| Participation rate | 88.0% | 64.7%+23.2pp | 77.8%+10.2pp | 70.9%+17.1pp |
| Annual return | -4.07% | -3.61%-0.5pp | 1.83%-5.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,240 | $1,402-11.6% | $4,159-70.2% | $2,078-40.3% |
| Participant deferral / active EE | $4,256 | $3,141+35.5% | $5,277-19.3% | $3,356+26.8% |
| Admin fee / account holder | $274 | $106+157.7% | $9,109-97.0% | $115+138.2% |