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 | $72,642 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,933 |
ALTA TRUST3 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
CALVERT4 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 ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | 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 | $165,384 | $66,124+150.1% | $90,404+82.9% | $73,488+125.0% |
| Participation rate | 97.8% | 69.7%+28.2pp | 72.7%+25.2pp | 70.7%+27.2pp |
| Annual return | 17.24% | 17.65%-0.4pp | 1293.02%-1275.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $9,570 | $2,346+307.9% | $3,262+193.4% | $2,270+321.6% |
| Participant deferral / active EE | $7,083 | $3,039+133.1% | $3,963+78.7% | $3,740+89.4% |
| Admin fee / account holder | $387 | $396-2.2% | $5,611-93.1% | $513-24.5% |