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 52 · EIN 04-1590850 | Indirect Investment Fees | $23,128 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 43-1270132 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | 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 | $35,362 | $46,100-23.3% | $86,590-59.2% | $69,631-49.2% |
| Participation rate | 92.5% | 67.2%+25.3pp | 73.5%+18.9pp | 70.7%+21.8pp |
| Annual return | 15.66% | 21.02%-5.4pp | 964.84%-949.2pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $714 | $1,850-61.4% | $2,839-74.9% | $2,032-64.9% |
| Participant deferral / active EE | $1,950 | $2,432-19.8% | $3,609-46.0% | $3,224-39.5% |
| Admin fee / account holder | $77 | $94-17.8% | $4,906-98.4% | $110-30.2% |