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 | $38,103 |
Filed as: COORDINATED CAPITAL SECURITIES INC. Service code 27 · EIN 39-1468428 | Advisory (Plan) | $27,237 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 45-0515059 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,778 | $64,909+21.4% | $82,313-4.3% | $62,292+26.5% |
| Participation rate | 87.0% | 74.9%+12.2pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 17.46% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,342 | $1,676-19.9% | $2,428-44.7% | $2,042-34.3% |
| Participant deferral / active EE | $3,624 | $3,103+16.8% | $3,706-2.2% | $3,169+14.3% |
| Admin fee / account holder | $196 | $440-55.3% | $5,608-96.5% | $479-59.0% |