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) | $7,567 |
Service code 49 · EIN 04-1590850 | Other Services | $7,157 |
BAIRD FUNDS4 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COLUMBIA4 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 BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | 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 | $96,687 | $55,214+75.1% | $104,607-7.6% | $73,488+31.6% |
| Participation rate | 98.2% | 67.8%+30.4pp | 74.1%+24.1pp | 70.7%+27.5pp |
| Annual return | 12.97% | 24.79%-11.8pp | 340.46%-327.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $614 | $1,468-58.1% | $2,681-77.1% | $2,270-72.9% |
| Participant deferral / active EE | $2,123 | $2,925-27.4% | $3,740-43.2% | $3,740-43.2% |
| Admin fee / account holder | $61 | $424-85.7% | $6,473-99.1% | $513-88.2% |