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 |
|---|---|---|
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $402,522 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $52,818 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $47,301 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $32,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,563 | $110,299+24.7% | $102,423+34.3% | $199,593-31.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 8.66% | 35.73%-27.1pp | 29.32%-20.7pp | 34.25%-25.6pp |
| Employer contribution / active EE | $14,530 | $3,603+303.2% | $3,023+380.6% | $3,034+378.9% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $165 | $122+35.1% | $9,451-98.3% | $269-38.5% |