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 | $30,734 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $6,419 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,636 | $111,491-22.3% | $189,513-54.3% | $86,799-0.2% |
| Participation rate | 90.4% | 87.3%+3.1pp | 87.8%+2.6pp | 72.3%+18.1pp |
| Annual return | 11.49% | 83.50%-72.0pp | 555.15%-543.7pp | 97.91%-86.4pp |
| Employer contribution / active EE | $3,743 | $3,951-5.3% | $6,162-39.2% | $2,405+55.6% |
| Participant deferral / active EE | $3,189 | $6,437-50.5% | $8,221-61.2% | $4,131-22.8% |
| Admin fee / account holder | $12 | $189-93.4% | $12,045-99.9% | $170-92.6% |