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 | $129,425 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $67,067 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years 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 EAGLE2 years Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,721 | $54,121+3.0% | $134,143-58.5% | $73,409-24.1% |
| Participation rate | 94.6% | 64.4%+30.2pp | 72.2%+22.4pp | 72.2%+22.4pp |
| Annual return | 10.34% | -312.52%+322.9pp | 36.33%-26.0pp | 59.29%-49.0pp |
| Employer contribution / active EE | $1,799 | $1,402+28.3% | $3,704-51.4% | $2,234-19.5% |
| Participant deferral / active EE | $2,273 | $2,844-20.1% | $3,499-35.0% | $3,805-40.3% |
| Admin fee / account holder | $390 | $132+194.6% | $6,684-94.2% | $158+146.9% |