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 | $64,225 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $34,996 |
ARONSON LLC2 years Service code 10 · EIN 37-1611326 | Accounting | $14,750 |
ALTA TRUST2 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | 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 | $151,801 | $51,620+194.1% | $90,281+68.1% | $65,185+132.9% |
| Participation rate | 97.5% | 68.6%+28.9pp | 73.3%+24.3pp | 70.2%+27.3pp |
| Annual return | 23.44% | 24.94%-1.5pp | 78.10%-54.7pp | 29.38%-5.9pp |
| Employer contribution / active EE | $9,358 | $2,235+318.8% | $2,854+227.8% | $2,177+329.9% |
| Participant deferral / active EE | $6,483 | $2,871+125.8% | $3,885+66.8% | $3,514+84.5% |
| Admin fee / account holder | $470 | $384+22.3% | $5,351-91.2% | $847-44.5% |