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 | $41,198 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | 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 HARTFORD3 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $177,421 | $55,790+218.0% | $76,817+131.0% | $67,579+162.5% |
| Participation rate | 98.2% | 71.1%+27.1pp | 72.1%+26.1pp | 71.3%+26.9pp |
| Annual return | 20.58% | 64.45%-43.9pp | 1166.11%-1145.5pp | 378.56%-358.0pp |
| Employer contribution / active EE | $6,051 | $1,810+234.3% | $2,302+162.9% | $2,148+181.8% |
| Participant deferral / active EE | $7,691 | $2,875+167.5% | $3,336+130.6% | $3,539+117.3% |
| Admin fee / account holder | $47 | $159-70.3% | $6,420-99.3% | $142-66.7% |