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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Investment management fees paid direc... | $63,496 |
Filed as: MERRILL LYNCH PFS INCORPORATED Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,750 |
INVESCO6 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $270 |
AMERICAN FUNDS10+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $260 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,506 | $96,018-41.2% | $65,493-13.7% | $85,563-34.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 11.03% | 14.51%-3.5pp | 982.45%-971.4pp | 31.51%-20.5pp |
| Employer contribution / active EE | $1,220 | $3,235-62.3% | $2,574-52.6% | $2,654-54.0% |
| Participant deferral / active EE | $2,293 | $4,055-43.4% | $3,961-42.1% | $4,375-47.6% |
| Admin fee / account holder | $109 | $271-59.6% | $5,028-97.8% | $834-86.9% |