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 | $82,124 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $20,126 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 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 | $44,033 | $48,471-9.2% | $182,532-75.9% | $67,579-34.8% |
| Participation rate | 87.7% | 67.2%+20.5pp | 78.0%+9.7pp | 71.3%+16.4pp |
| Annual return | 30.78% | 31.08%-0.3pp | 148.54%-117.8pp | 378.56%-347.8pp |
| Employer contribution / active EE | $1,199 | $1,461-17.9% | $4,076-70.6% | $2,148-44.2% |
| Participant deferral / active EE | $4,059 | $3,324+22.1% | $5,524-26.5% | $3,539+14.7% |
| Admin fee / account holder | $257 | $151+69.7% | $8,592-97.0% | $142+80.4% |