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 BANK4+ years Service code 15 1705 N TOWANDA AVE · BLOOMINGTON, IL 61702 | Recordkeeping | $24,591 |
DODGE & COX4+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED4+ 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 BERMAN4+ 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.4+ 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.
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 | $52,983 | $47,977+10.4% | $154,107-65.6% | $56,287-5.9% |
| Participation rate | 49.0% | 66.2%-17.2pp | 83.0%-34.1pp | 69.9%-20.9pp |
| Annual return | -6.69% | 3.54%-10.2pp | 735.12%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,203 | $2,169-44.5% | $5,298-77.3% | $2,111-43.0% |
| Participant deferral / active EE | $1,977 | $2,392-17.3% | $5,081-61.1% | $3,350-41.0% |
| Admin fee / account holder | $236 | $438-46.0% | $13,411-98.2% | $521-54.6% |