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 49 · EIN 04-1590850 | Other Services | $114,975 |
SAGEPOINT FINANCIAL INC4 years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $46,251 |
AMERICAN FUNDS4 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NUVEEN3 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WILMINGTON TRUST3 years Service code 52 · EIN 47-2575758 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $174,604 | $136,307+28.1% | $177,821-1.8% | $73,488+137.6% |
| Participation rate | 98.8% | 86.1%+12.6pp | 87.7%+11.0pp | 70.7%+28.1pp |
| Annual return | 17.55% | 18.68%-1.1pp | 48.32%-30.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $6,536 | $3,712+76.1% | $5,918+10.4% | $2,270+187.9% |
| Participant deferral / active EE | $7,655 | $5,829+31.3% | $7,714-0.8% | $3,740+104.7% |
| Admin fee / account holder | $426 | $596-28.5% | $12,427-96.6% | $513-17.0% |