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 | $46,982 |
RPM ADVISORS LLC2 years Filed as: RPM ADVISORS, LLC Service code 27 · EIN 45-5512255 | Advisory (Plan) | $15,000 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
SLC MANAGEMENT2 years Filed as: AIG FUNDS Service code 52 · EIN 13-3127880 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
GLENMEDE2 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 | $69,391 | $98,982-29.9% | $162,163-57.2% | $65,185+6.5% |
| Participation rate | 80.0% | 85.8%-5.8pp | 87.6%-7.6pp | 70.2%+9.8pp |
| Annual return | 21.65% | 24.84%-3.2pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,568 | $3,467-54.8% | $5,614-72.1% | $2,177-27.9% |
| Participant deferral / active EE | $3,940 | $5,384-26.8% | $7,298-46.0% | $3,514+12.1% |
| Admin fee / account holder | $500 | $596-16.2% | $10,843-95.4% | $847-41.0% |