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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,457 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $11,541 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $7,977 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Filed as: AMERICANN CENTURY Service code 52 | Indirect Investment Fees | $0 |
Filed as: BAIRD FUND Service code 52 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
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 | $58,379 | $64,324-9.2% | $118,925-50.9% | $79,858-26.9% |
| Participation rate | 97.9% | 64.9%+33.0pp | 75.4%+22.5pp | 69.6%+28.2pp |
| Annual return | 15.98% | 86.45%-70.5pp | 35.88%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,601 | $1,836-12.8% | $3,263-50.9% | $2,471-35.2% |
| Participant deferral / active EE | $2,464 | $2,824-12.8% | $4,265-42.2% | $3,740-34.1% |
| Admin fee / account holder | $88 | $4,040-97.8% | $6,581-98.7% | $5,306-98.3% |