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: BANK OF AMERICA MERRILL LYNCH Service code 28 1400 MERRILL LYNCH DDRIVE · PENNINGTON, NJ 08534 | Investment Management | $153,115 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT Service code 71 INVESTMENT SERVICES CORP · BOSTON, MA 022668081 | Brokerage Fees | $37,323 |
PIMCO FUNDS1+ years Filed as: PIMCO HIGH YIELD INSTL Service code 71 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Brokerage Fees | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO TOTAL RETURM INSTL Service code 71 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Brokerage Fees | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE ST GLOBAL ADVISORS S&P 500 Service code 71 STATE STREET FINANCIAL CENTER · BOSTON, MA 02111 | Brokerage Fees | $0 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 4.17% | 4.43%-0.3pp | 4.74%-0.6pp | 11.88%-7.7pp |
| Employer contribution / active EE | $31,416 | $35,917-12.5% | $46,220-32.0% | $14,612+115.0% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |