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 | $2,469 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,054 | $47,448+81.4% | $94,993-9.4% | $62,292+38.1% |
| Participation rate | 94.8% | 66.5%+28.3pp | 73.9%+20.9pp | 69.5%+25.3pp |
| Annual return | 13.41% | 22.64%-9.2pp | 27.12%-13.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $622 | $1,300-52.2% | $2,603-76.1% | $2,042-69.6% |
| Participant deferral / active EE | $2,140 | $2,375-9.9% | $3,317-35.5% | $3,169-32.5% |
| Admin fee / account holder | $19 | $434-95.7% | $4,960-99.6% | $479-96.1% |