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 |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $73,219 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $2,937 |
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
OPPENHEIMER4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $173,143 | $104,317+66.0% | $159,436+8.6% | $86,799+99.5% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.8%+12.7pp | 72.3%+23.2pp |
| Annual return | 10.99% | 26.32%-15.3pp | 263.57%-252.6pp | 97.91%-86.9pp |
| Employer contribution / active EE | $2,948 | $3,451-14.6% | $4,829-39.0% | $2,405+22.6% |
| Participant deferral / active EE | $8,374 | $6,837+22.5% | $7,352+13.9% | $4,131+102.7% |
| Admin fee / account holder | $613 | $172+256.2% | $10,799-94.3% | $170+261.8% |