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 | $3,489 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $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 | $69,789 | $73,638-5.2% | $95,952-27.3% | $73,488-5.0% |
| Participation rate | 89.6% | 76.2%+13.4pp | 77.1%+12.5pp | 70.7%+18.9pp |
| Annual return | 16.37% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,015 | $1,863-45.5% | $2,541-60.1% | $2,270-55.3% |
| Participant deferral / active EE | $4,385 | $3,617+21.2% | $4,167+5.2% | $3,740+17.3% |
| Admin fee / account holder | $17 | $482-96.5% | $6,795-99.7% | $513-96.7% |