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 | $27,336 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES D Service code 16 · EIN 13-5674085 | Consulting | $7,500 |
Filed as: CARR, RIGGS, & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $7,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | 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 | $69,259 | $50,175+38.0% | $99,443-30.4% | $65,185+6.2% |
| Participation rate | 99.4% | 68.4%+30.9pp | 73.8%+25.5pp | 70.2%+29.2pp |
| Annual return | 26.93% | 25.36%+1.6pp | 30.72%-3.8pp | 29.38%-2.5pp |
| Employer contribution / active EE | $2,281 | $1,496+52.5% | $2,540-10.2% | $2,177+4.8% |
| Participant deferral / active EE | $2,969 | $2,748+8.1% | $3,619-17.9% | $3,514-15.5% |
| Admin fee / account holder | $183 | $398-54.0% | $6,250-97.1% | $847-78.4% |