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 |
|---|---|---|
SECURITIES AMERICA INC4 years Filed as: BB&T SECURITIES LLC Service code 53 · EIN 20-5817590 | Insurance Commissions | $46,437 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $12,153 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 13 · EIN 56-0747981 | Contract Administrator | $8,176 |
PBMARES, LLP2 years Filed as: PBMARES, LLP - NORFOLK Service code 13 | Contract Administrator | $2,472 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 52 · EIN 36-3145972 | 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 | $61,613 | $52,670+17.0% | $90,404-31.8% | $73,409-16.1% |
| Participation rate | 90.3% | 67.7%+22.6pp | 72.7%+17.6pp | 72.2%+18.1pp |
| Annual return | 11.71% | 20.70%-9.0pp | 1293.02%-1281.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,482 | $1,872-20.8% | $3,262-54.6% | $2,234-33.7% |
| Participant deferral / active EE | $4,079 | $2,807+45.3% | $3,963+2.9% | $3,805+7.2% |
| Admin fee / account holder | $40 | $117-66.1% | $5,611-99.3% | $158-74.9% |