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 | $25,789 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | 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 | $30,913 | $43,999-29.7% | $79,464-61.1% | $55,725-44.5% |
| Participation rate | 96.7% | 66.9%+29.8pp | 73.3%+23.4pp | 70.9%+25.9pp |
| Annual return | 5.44% | 1.81%+3.6pp | 718.14%-712.7pp | 244.93%-239.5pp |
| Employer contribution / active EE | $888 | $1,830-51.5% | $2,800-68.3% | $2,078-57.3% |
| Participant deferral / active EE | $2,330 | $2,538-8.2% | $3,704-37.1% | $3,356-30.6% |
| Admin fee / account holder | $79 | $118-32.5% | $5,113-98.4% | $115-31.1% |