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) | $64,865 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,790 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FIRST EAGLE1 year Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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 | $57,381 | $47,648+20.4% | $130,648-56.1% | $67,579-15.1% |
| Participation rate | 95.1% | 60.4%+34.7pp | 71.7%+23.4pp | 71.3%+23.8pp |
| Annual return | 15.61% | 25.73%-10.1pp | 1708.96%-1693.3pp | 378.56%-362.9pp |
| Employer contribution / active EE | $2,008 | $1,408+42.6% | $4,092-50.9% | $2,148-6.5% |
| Participant deferral / active EE | $2,400 | $2,616-8.3% | $3,603-33.4% | $3,539-32.2% |
| Admin fee / account holder | $164 | $105+55.9% | $5,464-97.0% | $142+15.1% |