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) | $6,773 |
Service code 49 · EIN 04-1590850 | Other Services | $2,135 |
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.
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 | $91,118 | $50,175+81.6% | $99,443-8.4% | $65,185+39.8% |
| Participation rate | 97.4% | 68.4%+29.0pp | 73.8%+23.6pp | 70.2%+27.2pp |
| Annual return | 17.01% | 25.36%-8.3pp | 30.72%-13.7pp | 29.38%-12.4pp |
| Employer contribution / active EE | $619 | $1,496-58.6% | $2,540-75.6% | $2,177-71.6% |
| Participant deferral / active EE | $2,135 | $2,748-22.3% | $3,619-41.0% | $3,514-39.2% |
| Admin fee / account holder | $62 | $398-84.3% | $6,250-99.0% | $847-92.6% |