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 | $90,969 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $23,833 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,035 | $56,152-9.1% | $185,823-72.5% | $73,409-30.5% |
| Participation rate | 92.2% | 67.6%+24.7pp | 78.0%+14.2pp | 72.2%+20.1pp |
| Annual return | 18.53% | 17.59%+0.9pp | 35.95%-17.4pp | 59.29%-40.8pp |
| Employer contribution / active EE | $491 | $1,532-67.9% | $4,087-88.0% | $2,234-78.0% |
| Participant deferral / active EE | $4,293 | $3,659+17.3% | $5,632-23.8% | $3,805+12.8% |
| Admin fee / account holder | $261 | $132+98.0% | $9,500-97.2% | $158+65.6% |