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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $27,418 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $20,808 |
CORRIGAN KRAUSE7+ years Service code 10 · EIN 37-1574855 | Accounting | $9,450 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,157 | $93,182-20.4% | $146,665-49.4% | $79,386-6.6% |
| Participation rate | 99.1% | 76.4%+22.7pp | 80.1%+19.0pp | 70.7%+28.4pp |
| Annual return | 13.32% | 21.61%-8.3pp | 22.74%-9.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $3,431 | $2,420+41.8% | $4,136-17.1% | $2,427+41.3% |
| Participant deferral / active EE | $3,135 | $4,169-24.8% | $5,506-43.1% | $4,046-22.5% |
| Admin fee / account holder | $82 | $585-85.9% | $10,280-99.2% | $626-86.9% |