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 |
|---|---|---|
LPA INSURANCE AGENCY INC1 year Service code 53 · EIN 68-0417308 | Insurance Commissions | $13,532 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,395 |
MMA SECURITIES LLC3+ years Filed as: MARSH INSURANCE & INVESTMENTS CORP Service code 53 · EIN 52-2189187 | Insurance Commissions | $7,420 |
AB FUNDS1 year Service code 52 · EIN 06-6505815 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-6586780 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 20-8294681 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,990 | $57,976-31.0% | $62,995-36.5% | $62,292-35.8% |
| Participation rate | 99.5% | 75.9%+23.5pp | 74.8%+24.7pp | 69.5%+30.0pp |
| Annual return | 16.15% | 17.54%-1.4pp | 87.57%-71.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $482 | $2,415-80.1% | $2,759-82.5% | $2,042-76.4% |
| Participant deferral / active EE | $1,370 | $2,956-53.7% | $3,329-58.9% | $3,169-56.8% |
| Admin fee / account holder | $30 | $276-89.0% | $3,600-99.2% | $479-93.7% |