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 52 · EIN 04-1590850 | Indirect Investment Fees | $34,339 |
SAGEPOINT FINANCIAL INC6+ years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $23,164 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN4 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,143 | $54,121-9.2% | $134,143-63.4% | $73,409-33.1% |
| Participation rate | 52.4% | 64.4%-12.0pp | 72.2%-19.8pp | 72.2%-19.8pp |
| Annual return | 22.43% | -312.52%+335.0pp | 36.33%-13.9pp | 59.29%-36.9pp |
| Employer contribution / active EE | $1,177 | $1,402-16.0% | $3,704-68.2% | $2,234-47.3% |
| Participant deferral / active EE | $1,770 | $2,844-37.8% | $3,499-49.4% | $3,805-53.5% |
| Admin fee / account holder | $194 | $132+46.6% | $6,684-97.1% | $158+22.9% |