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 |
|---|---|---|
COUNTRY TRUST BANK5+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $106,780 |
DODGE & COX5+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
HARRIS1 year Filed as: HARRIS ASSOCIATES LP Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 52 50 S LASALLE ST · CHICAGO, IL 60603 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,909 | $72,066-40.5% | $81,930-47.6% | $90,288-52.5% |
| Participation rate | 48.3% | 78.9%-30.6pp | 72.0%-23.7pp | 73.4%-25.0pp |
| Annual return | 8.49% | 15.92%-7.4pp | 29.49%-21.0pp | 53.97%-45.5pp |
| Employer contribution / active EE | $483 | $2,335-79.3% | $4,310-88.8% | $2,524-80.9% |
| Participant deferral / active EE | $953 | $3,557-73.2% | $7,107-86.6% | $4,232-77.5% |
| Admin fee / account holder | $150 | $92+62.6% | $5,158-97.1% | $114+31.9% |