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 49 · EIN 04-1590850 | Other Services | $46,317 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,335 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,551 | $48,471-30.8% | $182,532-81.6% | $67,579-50.4% |
| Participation rate | 61.3% | 67.2%-5.9pp | 78.0%-16.7pp | 71.3%-10.0pp |
| Annual return | 24.67% | 31.08%-6.4pp | 148.54%-123.9pp | 378.56%-353.9pp |
| Employer contribution / active EE | $375 | $1,461-74.3% | $4,076-90.8% | $2,148-82.5% |
| Participant deferral / active EE | $1,413 | $3,324-57.5% | $5,524-74.4% | $3,539-60.1% |
| Admin fee / account holder | $110 | $151-27.4% | $8,592-98.7% | $142-22.8% |