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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $15,759 |
Service code 49 · EIN 04-1590850 | Other Services | $5,250 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET INST FUNDS Service code 52 · EIN 06-1495734 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,304 | $88,515-17.2% | $162,163-54.8% | $67,579+8.5% |
| Participation rate | 97.0% | 86.8%+10.2pp | 87.6%+9.4pp | 71.3%+25.7pp |
| Annual return | 18.56% | 27.04%-8.5pp | 115.59%-97.0pp | 378.56%-360.0pp |
| Employer contribution / active EE | $3,326 | $3,563-6.7% | $5,614-40.8% | $2,148+54.9% |
| Participant deferral / active EE | $3,010 | $5,724-47.4% | $7,298-58.8% | $3,539-15.0% |
| Admin fee / account holder | $14 | $124-88.6% | $10,843-99.9% | $142-90.1% |