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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,719 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $100 |
Filed as: FIDELITY SECURITIES FUND Service code 33 | Securities brokerage | $0 |
PIMCO FUNDS2+ years Service code 33 | Securities brokerage | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE INDEX TRUST INC Service code 33 | Securities brokerage | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE DIVIDEND GR FUND, INC Service code 33 | Securities brokerage | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE FINANCIAL SERVS FUND, Service code 33 | Securities brokerage | $0 |
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 | $228,162 | $46,732+388.2% | $156,549+45.7% | $55,167+313.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.84% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $6,498 | $2,105+208.7% | $5,501+18.1% | $1,963+231.1% |
| Participant deferral / active EE | $6,600 | $2,204+199.4% | $4,871+35.5% | $3,054+116.1% |
| Admin fee / account holder | $8 | $418-98.0% | $13,027-99.9% | $504-98.4% |