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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $20,665 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,477 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $500 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
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 | $61,425 | $99,957-38.5% | $149,696-59.0% | $73,488-16.4% |
| Participation rate | 78.8% | 75.7%+3.1pp | 82.5%-3.7pp | 70.7%+8.1pp |
| Annual return | 20.04% | 53.87%-33.8pp | 276.60%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $3,137 | $3,191-1.7% | $4,644-32.5% | $2,270+38.2% |
| Participant deferral / active EE | $7,188 | $6,073+18.4% | $6,842+5.1% | $3,740+92.2% |
| Admin fee / account holder | $268 | $551-51.4% | $9,309-97.1% | $513-47.8% |