Filed September 14, 2023
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 | $62,624 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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 | $50,694 | $29,369+72.6% | $77,482-34.6% | $73,409-30.9% |
| Participation rate | 83.0% | 37.9%+45.0pp | 54.2%+28.8pp | 72.2%+10.8pp |
| Annual return | 10.05% | 358.15%-348.1pp | 54.79%-44.7pp | 59.29%-49.2pp |
| Employer contribution / active EE | $1,446 | $406+256.3% | $986+46.6% | $2,234-35.3% |
| Participant deferral / active EE | $2,040 | $941+116.9% | $1,861+9.6% | $3,805-46.4% |
| Admin fee / account holder | $145 | $123+18.1% | $2,858-94.9% | $158-8.2% |