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 |
|---|---|---|
FID INV INST OPS CO6 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $163,526 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $36,225 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $12,550 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $10,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,867 | $53,199+161.0% | $155,567-10.7% | $199,768-30.5% |
| Participation rate | 97.9% | 64.1%+33.7pp | 78.2%+19.7pp | 72.0%+25.9pp |
| Annual return | 13.69% | 41.17%-27.5pp | 64.74%-51.0pp | 34.26%-20.6pp |
| Employer contribution / active EE | $12,903 | $1,852+596.6% | $4,674+176.1% | $3,037+324.9% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $80 | $186-56.9% | $15,916-99.5% | $269-70.3% |