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 | $3,090 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS3 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,677 | $52,293-75.8% | $178,490-92.9% | $73,409-82.7% |
| Participation rate | 57.3% | 65.3%-8.1pp | 81.9%-24.7pp | 72.2%-14.9pp |
| Annual return | 4.32% | 34.75%-30.4pp | 151.07%-146.7pp | 59.29%-55.0pp |
| Employer contribution / active EE | $356 | $1,735-79.5% | $5,011-92.9% | $2,234-84.1% |
| Participant deferral / active EE | $388 | $2,332-83.3% | $5,202-92.5% | $3,805-89.8% |
| Admin fee / account holder | $15 | $127-88.6% | $13,984-99.9% | $158-90.8% |