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 27 · EIN 04-2675571 | Advisory (Plan) | $31,640 |
Service code 49 · EIN 04-1590850 | Other Services | $15,185 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-1682682 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,615 | $73,823+74.2% | $379,746-66.1% | $73,488+75.0% |
| Participation rate | 98.4% | 73.1%+25.3pp | 78.4%+20.0pp | 70.7%+27.8pp |
| Annual return | 12.91% | 29.06%-16.2pp | 34.90%-22.0pp | 28.51%-15.6pp |
| Employer contribution / active EE | $13,560 | $2,472+448.5% | $3,540+283.1% | $2,270+497.3% |
| Participant deferral / active EE | $9,800 | $4,038+142.7% | $6,024+62.7% | $3,740+162.1% |
| Admin fee / account holder | $336 | $607-44.7% | $7,927-95.8% | $513-34.6% |