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 7-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 | $49,100 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,235 |
ALGER3+ years Service code 52 · EIN 04-2451826 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3+ years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS3+ years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,349 | $52,293-51.5% | $178,490-85.8% | $73,409-65.5% |
| Participation rate | 47.0% | 65.3%-18.3pp | 81.9%-34.9pp | 72.2%-25.1pp |
| Annual return | 24.14% | 34.75%-10.6pp | 151.07%-126.9pp | 59.29%-35.1pp |
| Employer contribution / active EE | $1,049 | $1,735-39.6% | $5,011-79.1% | $2,234-53.0% |
| Participant deferral / active EE | $2,128 | $2,332-8.7% | $5,202-59.1% | $3,805-44.1% |
| Admin fee / account holder | $252 | $127+98.2% | $13,984-98.2% | $158+59.9% |