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 27 · EIN 47-1411118 | Advisory (Plan) | $61,199 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,289 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET INST FUNDS Service code 52 · EIN 06-1495734 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,660 | $39,898+22.0% | $121,196-59.8% | $55,725-12.7% |
| Participation rate | 91.8% | 61.2%+30.5pp | 71.7%+20.0pp | 70.9%+20.9pp |
| Annual return | -2.91% | -0.96%-1.9pp | 16.93%-19.8pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,904 | $1,295+47.0% | $4,022-52.7% | $2,078-8.4% |
| Participant deferral / active EE | $2,366 | $2,439-3.0% | $3,344-29.3% | $3,356-29.5% |
| Admin fee / account holder | $163 | $95+71.5% | $5,019-96.8% | $115+41.6% |