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 | $1,040 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LORD ABBETT3 years Service code 52 · EIN 13-3712440 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1465786 | 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 | $109,005 | $99,957+9.1% | $149,696-27.2% | $73,488+48.3% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 15.75% | 53.87%-38.1pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,915 | $3,191-40.0% | $4,644-58.8% | $2,270-15.7% |
| Participant deferral / active EE | $5,725 | $6,073-5.7% | $6,842-16.3% | $3,740+53.1% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.0% |