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 BANK3+ years Service code 15 1705 N TOWANDA AVE · BLOOMINGTON, IL 61702 | Recordkeeping | $21,574 |
COLUMBIA1 year Filed as: COLUMBIA WANGER ASSET MGMT, LLC Service code 52 227 W MONROE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
DODGE & COX3+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED3+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3+ years Service code 52 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,574 | $55,453-1.6% | $170,442-68.0% | $62,292-12.4% |
| Participation rate | 44.7% | 66.4%-21.6pp | 83.6%-38.9pp | 69.5%-24.8pp |
| Annual return | 18.48% | 21.38%-2.9pp | 205.93%-187.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,078 | $2,164-50.2% | $5,433-80.2% | $2,042-47.2% |
| Participant deferral / active EE | $1,822 | $2,303-20.9% | $4,939-63.1% | $3,169-42.5% |
| Admin fee / account holder | $216 | $455-52.6% | $13,880-98.4% | $479-55.0% |