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 |
BLACKROCK4 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EATON VANCE3 years Filed as: EATON VANCE GLOBAL INCOME BUILDER A Service code 28 | Investment Management | $0 |
EATON VANCE3 years Filed as: EATON VANCE MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
FEDERATED4 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
INVESCO3 years 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 | $74,816 | $84,487-11.4% | $125,339-40.3% | $66,914+11.8% |
| Participation rate | 93.0% | 76.4%+16.6pp | 82.4%+10.7pp | 69.8%+23.2pp |
| Annual return | -17.32% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $554 | $3,553-84.4% | $4,814-88.5% | $2,544-78.2% |
| Participant deferral / active EE | $9,925 | $6,781+46.4% | $7,446+33.3% | $4,237+134.3% |
| Admin fee / account holder | $312 | $685-54.4% | $10,010-96.9% | $593-47.4% |