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 |
|---|---|---|
AB FUNDS1 year Filed as: AB FUND Service code 52 | Indirect Investment Fees | $0 |
AB FUNDS1 year Service code 52 · EIN 13-3747683 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 25-6219106 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 94-3025604 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
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 | $27,270 | $64,909-58.0% | $82,313-66.9% | $62,292-56.2% |
| Participation rate | 98.0% | 74.9%+23.1pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 10.68% | 21.18%-10.5pp | 25.88%-15.2pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,843 | $1,676+9.9% | $2,428-24.1% | $2,042-9.8% |
| Participant deferral / active EE | $1,354 | $3,103-56.4% | $3,706-63.5% | $3,169-57.3% |
| Admin fee / account holder | $2 | $440-99.6% | $5,608-100.0% | $479-99.6% |