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 13 · EIN 42-0127290 | Contract Administrator | $11,485 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 19 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST CO., NA Service code 19 208 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,304 | $68,914-3.8% | $136,749-51.5% | $74,304-10.8% |
| Participation rate | 71.2% | 51.3%+19.8pp | 72.1%-1.0pp | 60.3%+10.8pp |
| Annual return | 15.76% | 16.34%-0.6pp | 24.33%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,499 | $1,561-4.0% | $3,400-55.9% | $2,241-33.1% |
| Participant deferral / active EE | $2,877 | $2,541+13.2% | $4,692-38.7% | $3,767-23.6% |
| Admin fee / account holder | $61 | $3,149-98.1% | $11,386-99.5% | $2,969-98.0% |