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 |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SVCS LLC Service code 27 · EIN 75-1553739 | Advisory (Plan) | $22,443 |
Service code 49 · EIN 04-1590850 | Other Services | $11,637 |
BAIRD FUNDS3 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,694 | $44,734+42.4% | $99,443-35.9% | $67,579-5.7% |
| Participation rate | 89.3% | 66.2%+23.1pp | 73.8%+15.4pp | 71.3%+18.0pp |
| Annual return | 14.84% | 32.45%-17.6pp | 30.72%-15.9pp | 378.56%-363.7pp |
| Employer contribution / active EE | $374 | $1,261-70.3% | $2,540-85.3% | $2,148-82.6% |
| Participant deferral / active EE | $1,775 | $2,731-35.0% | $3,619-50.9% | $3,539-49.8% |
| Admin fee / account holder | $54 | $120-54.8% | $6,250-99.1% | $142-62.0% |