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 | $27,702 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | 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 |
NATIONWIDE4+ years Service code 52 · EIN 36-2434406 | Indirect Investment Fees | $0 |
PNC BANK, N.A.2 years Filed as: PNC FUNDS Service code 52 · EIN 26-1900849 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2696041 | Indirect Investment Fees | $0 |
VICTORY2 years Service code 52 · EIN 31-6364605 | 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 | $103,085 | $80,005+28.8% | $140,016-26.4% | $55,725+85.0% |
| Participation rate | 97.9% | 87.0%+10.9pp | 87.5%+10.4pp | 70.9%+27.0pp |
| Annual return | 0.83% | 0.46%+0.4pp | 651.12%-650.3pp | 244.93%-244.1pp |
| Employer contribution / active EE | $4,456 | $3,403+31.0% | $5,606-20.5% | $2,078+114.4% |
| Participant deferral / active EE | $4,013 | $5,264-23.8% | $6,927-42.1% | $3,356+19.6% |
| Admin fee / account holder | $81 | $116-30.2% | $10,705-99.2% | $115-29.9% |