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 | $11,318 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Employer 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 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 | $17,146 | $35,485-51.7% | $74,550-77.0% | $55,725-69.2% |
| Participation rate | 70.4% | 62.5%+7.9pp | 69.1%+1.2pp | 70.9%-0.5pp |
| Annual return | -8.73% | 0.72%-9.5pp | 32.53%-41.3pp | 244.93%-253.7pp |
| Employer contribution / active EE | $79 | $777-89.8% | $1,961-96.0% | $2,078-96.2% |
| Participant deferral / active EE | $2,291 | $2,181+5.0% | $3,108-26.3% | $3,356-31.7% |
| Admin fee / account holder | $63 | $114-44.6% | $5,060-98.7% | $115-45.0% |