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 | $8,024 |
Filed as: MIDWEST PENSION & PROFIT SHG SVCS Service code 13 | Contract Administrator | $5,010 |
ALGER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 13 · EIN 41-1447816 | Contract Administrator | $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 | $48,216 | $80,753-40.3% | $136,294-64.6% | $62,292-22.6% |
| Participation rate | 72.5% | 73.5%-1.1pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | 23.54% | 35.83%-12.3pp | 5155.94%-5132.4pp | 28.90%-5.4pp |
| Employer contribution / active EE | $2,101 | $2,884-27.1% | $4,695-55.3% | $2,042+2.9% |
| Participant deferral / active EE | $5,968 | $5,164+15.6% | $6,247-4.5% | $3,169+88.3% |
| Admin fee / account holder | $62 | $525-88.2% | $9,243-99.3% | $479-87.0% |