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 |
|---|---|---|
COUNSEL TRUST COMPANY8+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $3,957 |
DIMENSIONAL FUND ADVISORS8+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP8+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GATEWAY ADVISORY, LLC5 years Filed as: GATEWAY INVESTMENT ADVISERS LLC Service code 28 | Investment Management | $0 |
GATEWAY ADVISORY, LLC5 years Filed as: GATEWAY INVESTMENT ADVISORS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
HARDING LOEVNER LP3 years Service code 28 · EIN 27-0684167 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Service code 28 TWO HARBOUR PLACE · TAMPA, FL 33602 | Investment Management | $0 |
MAIRS & POWER, INC.2 years Filed as: MAIRS & POWER INC Service code 28 332 MINNESOTA S W1520 · ST. PAUL, MN 551011363 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,753 | $82,664-19.2% | $125,339-46.7% | $68,494-2.5% |
| Participation rate | 97.5% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -3.37% | -5.97%+2.6pp | 572.05%-575.4pp | -7.84%+4.5pp |
| Employer contribution / active EE | $5,017 | $3,381+48.4% | $4,814+4.2% | $2,596+93.2% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $34 | $6,275-99.5% | $10,010-99.7% | $5,403-99.4% |