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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,963 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,987 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 20-5982541 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,396 | $45,324-81.5% | $122,332-93.1% | $69,631-87.9% |
| Participation rate | 67.8% | 59.9%+7.8pp | 71.6%-3.9pp | 70.7%-2.9pp |
| Annual return | 28.40% | 25.35%+3.1pp | 30.27%-1.9pp | 27571.02%-27542.6pp |
| Employer contribution / active EE | $827 | $1,230-32.8% | $4,050-79.6% | $2,032-59.3% |
| Participant deferral / active EE | $1,255 | $2,367-47.0% | $3,287-61.8% | $3,224-61.1% |
| Admin fee / account holder | $87 | $87+0.4% | $5,478-98.4% | $110-20.9% |