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 | $1,700 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | 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 | $94,725 | $84,936+11.5% | $111,297-14.9% | $79,386+19.3% |
| Participation rate | 84.2% | 75.9%+8.4pp | 77.3%+6.9pp | 70.7%+13.5pp |
| Annual return | 14.01% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,413 | $1,979+72.5% | $2,731+25.0% | $2,427+40.6% |
| Participant deferral / active EE | $3,075 | $3,888-20.9% | $4,487-31.5% | $4,046-24.0% |
| Admin fee / account holder | $12 | $537-97.7% | $7,964-99.8% | $626-98.1% |