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 |
|---|---|---|
Filed as: AMUNDI ASSET MANAGEMENT US, INC. Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
EATON VANCE1 year Filed as: EATON VANCE GLOBAL INCOME BUILDER A Service code 28 | Investment Management | $0 |
EATON VANCE1 year Filed as: EATON VANCE MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO CORE BOND R6 Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,520 | $99,957-10.4% | $149,696-40.2% | $73,488+21.8% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.5%+15.4pp | 70.7%+27.2pp |
| Annual return | 16.93% | 53.87%-36.9pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $625 | $3,191-80.4% | $4,644-86.5% | $2,270-72.5% |
| Participant deferral / active EE | $10,908 | $6,073+79.6% | $6,842+59.4% | $3,740+191.7% |
| Admin fee / account holder | $392 | $551-28.9% | $9,309-95.8% | $513-23.6% |