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 | $16,315 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $7,020 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,457 | $35,986-57.0% | $77,482-80.1% | $73,488-79.0% |
| Participation rate | 92.0% | 40.8%+51.1pp | 54.2%+37.8pp | 70.7%+21.3pp |
| Annual return | 5.94% | 19.26%-13.3pp | 54.79%-48.8pp | 28.51%-22.6pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $809 | $1,198-32.5% | $1,861-56.5% | $3,740-78.4% |
| Admin fee / account holder | $140 | $466-70.0% | $2,858-95.1% | $513-72.8% |