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 | $42,231 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $11,744 |
SECURITIES AMERICA INC1 year Service code 53 · EIN 11-2551174 | Insurance Commissions | $11,744 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,417 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $170,313 | $80,753+110.9% | $136,294+25.0% | $62,292+173.4% |
| Participation rate | 91.3% | 73.5%+17.7pp | 81.9%+9.3pp | 69.5%+21.7pp |
| Annual return | 17.35% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,320 | $2,884-19.5% | $4,695-50.6% | $2,042+13.6% |
| Participant deferral / active EE | $7,458 | $5,164+44.4% | $6,247+19.4% | $3,169+135.4% |
| Admin fee / account holder | $242 | $525-54.0% | $9,243-97.4% | $479-49.5% |