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 BANK6+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $24,218 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
DODGE & COX6+ 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 |
NEUBERGER BERMAN6+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO Service code 52 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
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.
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 | $36,344 | $81,474-55.4% | $133,956-72.9% | $73,488-50.5% |
| Participation rate | 73.1% | 76.4%-3.2pp | 79.8%-6.7pp | 70.7%+2.4pp |
| Annual return | 15.76% | 19.40%-3.6pp | 45.09%-29.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $348 | $2,209-84.2% | $3,919-91.1% | $2,270-84.7% |
| Participant deferral / active EE | $1,731 | $3,786-54.3% | $5,048-65.7% | $3,740-53.7% |
| Admin fee / account holder | $126 | $713-82.3% | $8,927-98.6% | $513-75.4% |