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 CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,497 | $122,239-47.2% | $184,203-65.0% | $74,495-13.4% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 12.74% | 19.95%-7.2pp | 28.81%-16.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,763 | $4,537-39.1% | $6,427-57.0% | $2,623+5.3% |
| Participant deferral / active EE | $6,614 | $7,139-7.3% | $9,131-27.6% | $4,346+52.2% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |