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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $91,857 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,228 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS4 years Service code 52 · EIN 26-6447574 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | 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 | $100,516 | $85,135+18.1% | $98,907+1.6% | $73,409+36.9% |
| Participation rate | 91.7% | 81.1%+10.5pp | 76.0%+15.6pp | 72.2%+19.5pp |
| Annual return | 14.10% | 19.14%-5.0pp | 196.43%-182.3pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,989 | $2,721-26.9% | $2,689-26.0% | $2,234-11.0% |
| Participant deferral / active EE | $5,029 | $4,349+15.6% | $4,244+18.5% | $3,805+32.2% |
| Admin fee / account holder | $258 | $139+85.3% | $6,642-96.1% | $158+63.4% |