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 |
|---|---|---|
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
Service code 19 | Securities Custodian | $0 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
Filed as: VOYA INVESTMENTS LLC Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,333 | $98,982-69.4% | $162,163-81.3% | $65,185-53.5% |
| Participation rate | 98.2% | 85.8%+12.4pp | 87.6%+10.6pp | 70.2%+28.0pp |
| Annual return | 117.31% | 24.84%+92.5pp | 115.59%+1.7pp | 29.38%+87.9pp |
| Employer contribution / active EE | $5,049 | $3,467+45.7% | $5,614-10.1% | $2,177+132.0% |
| Participant deferral / active EE | $3,493 | $5,384-35.1% | $7,298-52.1% | $3,514-0.6% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |