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 | $45,385 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,756 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LORD ABBETT3 years Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,099 | $63,114+93.5% | $92,893+31.4% | $65,185+87.3% |
| Participation rate | 70.1% | 68.8%+1.3pp | 76.0%-5.9pp | 70.2%-0.1pp |
| Annual return | 18.38% | 28.75%-10.4pp | 109.41%-91.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $6,680 | $2,571+159.9% | $3,653+82.9% | $2,177+206.9% |
| Participant deferral / active EE | $4,640 | $3,108+49.3% | $4,236+9.5% | $3,514+32.1% |
| Admin fee / account holder | $548 | $624-12.1% | $5,794-90.5% | $847-35.3% |