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 | $13,538 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2696041 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
WILMINGTON TRUST2 years Service code 52 · EIN 82-4435820 | 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 | $128,662 | $111,608+15.3% | $177,821-27.6% | $73,409+75.3% |
| Participation rate | 97.2% | 87.9%+9.3pp | 87.7%+9.5pp | 72.2%+25.0pp |
| Annual return | 10.12% | 18.23%-8.1pp | 48.32%-38.2pp | 59.29%-49.2pp |
| Employer contribution / active EE | $4,935 | $3,796+30.0% | $5,918-16.6% | $2,234+121.0% |
| Participant deferral / active EE | $4,657 | $6,199-24.9% | $7,714-39.6% | $3,805+22.4% |
| Admin fee / account holder | $38 | $166-77.0% | $12,427-99.7% | $158-75.9% |