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 5-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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 21 · EIN 04-2647786 | Bank Trustee | $70,798 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE JOHNSON & CO Service code 28 · EIN 27-0475249 | Investment Management | $14,600 |
Filed as: KESTRA FINANCIAL, INC. Service code 28 · EIN 47-1566880 | Investment Management | $4,891 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MANAGEMENT CO Service code 28 · EIN 20-4659714 | Investment Management | $4,264 |
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 22.53% | 7.25%+15.3pp | 5.17%+17.4pp | 8.23%+14.3pp |
| Employer contribution / active EE | $18,194 | $13,309+36.7% | $26,422-31.1% | $13,859+31.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |