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 | $45,441 |
TBS AGENCY INC1 year Service code 53 · EIN 52-1473914 | Insurance Commissions | $27,814 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PARNASSUS3 years Service code 52 · EIN 94-6579180 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,801 | $82,882+136.2% | $127,761+53.3% | $72,985+168.3% |
| Participation rate | 87.8% | 71.5%+16.3pp | 79.0%+8.8pp | 69.5%+18.3pp |
| Annual return | 19.99% | 32.20%-12.2pp | 26.14%-6.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $5,956 | $3,346+78.0% | $4,574+30.2% | $2,440+144.1% |
| Participant deferral / active EE | $8,902 | $4,791+85.8% | $6,021+47.8% | $3,607+146.8% |
| Admin fee / account holder | $579 | $6,487-91.1% | $9,395-93.8% | $5,124-88.7% |