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 49 · EIN 04-1590850 | Other Services | $56,943 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS3 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 04-2694144 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 52 · EIN 20-0169148 | 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 | $41,912 | $65,376-35.9% | $87,100-51.9% | $65,185-35.7% |
| Participation rate | 96.0% | 75.3%+20.6pp | 76.9%+19.1pp | 70.2%+25.8pp |
| Annual return | 21.36% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,419 | $1,822-22.1% | $2,521-43.7% | $2,177-34.8% |
| Participant deferral / active EE | $4,146 | $3,388+22.3% | $4,049+2.4% | $3,514+18.0% |
| Admin fee / account holder | $226 | $520-56.5% | $7,497-97.0% | $847-73.3% |