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 | $24,671 |
DODGE & COX6+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTORS INC Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | 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 AVENUE · NEW YORK, NY 10017 | 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 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,536 | $58,879+14.7% | $178,490-62.2% | $73,488-8.1% |
| Participation rate | 65.2% | 66.2%-1.0pp | 81.9%-16.7pp | 70.7%-5.5pp |
| Annual return | 16.13% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,564 | $2,236-30.1% | $5,011-68.8% | $2,270-31.1% |
| Participant deferral / active EE | $2,870 | $2,567+11.8% | $5,202-44.8% | $3,740-23.3% |
| Admin fee / account holder | $215 | $400-46.4% | $13,984-98.5% | $513-58.2% |