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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $26,221 |
BAIRD FUNDS5 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COLUMBIA5 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 BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,333 | $60,488+64.2% | $109,895-9.6% | $79,386+25.1% |
| Participation rate | 96.6% | 67.0%+29.5pp | 74.2%+22.4pp | 70.7%+25.9pp |
| Annual return | 12.44% | 189.57%-177.1pp | 29.45%-17.0pp | 116.85%-104.4pp |
| Employer contribution / active EE | $681 | $1,649-58.7% | $2,842-76.0% | $2,427-72.0% |
| Participant deferral / active EE | $2,097 | $3,220-34.9% | $4,048-48.2% | $4,046-48.2% |
| Admin fee / account holder | $194 | $605-67.9% | $6,066-96.8% | $626-69.0% |