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 9-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: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $13,049 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $8,937 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DWS FUNDS4 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,733 | $61,156-20.3% | $185,823-73.8% | $79,386-38.6% |
| Participation rate | 94.0% | 66.6%+27.3pp | 81.7%+12.3pp | 70.7%+23.3pp |
| Annual return | 9.82% | 19.45%-9.6pp | 122.05%-112.2pp | 116.85%-107.0pp |
| Employer contribution / active EE | $1,397 | $2,321-39.8% | $5,167-73.0% | $2,427-42.4% |
| Participant deferral / active EE | $2,247 | $2,789-19.4% | $5,568-59.7% | $4,046-44.5% |
| Admin fee / account holder | $43 | $710-94.0% | $16,237-99.7% | $626-93.2% |