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 7-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 |
|---|---|---|
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL RETIREMENT PLAN SVC LLC Service code 15 · EIN 45-5614715 | Recordkeeping | $2,517 |
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $0 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEN Service code 59 | Shareholder Servicing | $0 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL Service code 59 | Shareholder Servicing | $0 |
AMERICAN CENTURY1+ years Service code 59 | Shareholder Servicing | $0 |
EATON VANCE1+ years Service code 59 | Shareholder Servicing | $0 |
Filed as: FIDELITY Service code 59 | Shareholder Servicing | $0 |
FRANKLIN TEMPLETON1+ years Service code 59 | Shareholder Servicing | $0 |
ALGER1+ years Filed as: FRED ALGER Service code 59 | Shareholder Servicing | $0 |
INVESCO1+ years Service code 49 | Other Services | $0 |
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 | $25,718 | $53,412-51.8% | $68,509-62.5% | $52,331-50.9% |
| Participation rate | 72.9% | 71.7%+1.2pp | 74.7%-1.8pp | 68.1%+4.8pp |
| Annual return | 0.56% | 3.42%-2.9pp | 8.27%-7.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,876 | $2,688-30.2% | $3,382-44.5% | $3,022-37.9% |
| Admin fee / account holder | $23 | $461-95.0% | $5,275-99.6% | $592-96.1% |