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 | $19,202 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MORGAN STANLEY Service code 52 · EIN 36-3145972 | Indirect Investment Fees | $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 | $27,431 | $39,898-31.2% | $121,196-77.4% | $55,725-50.8% |
| Participation rate | 71.7% | 61.2%+10.4pp | 71.7%-0.1pp | 70.9%+0.8pp |
| Annual return | -3.90% | -0.96%-2.9pp | 16.93%-20.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $984 | $1,295-24.0% | $4,022-75.5% | $2,078-52.7% |
| Participant deferral / active EE | $1,302 | $2,439-46.6% | $3,344-61.1% | $3,356-61.2% |
| Admin fee / account holder | $106 | $95+11.8% | $5,019-97.9% | $115-7.7% |