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 | $38,883 |
REGIONS BANK2 years Service code 22 · EIN 63-0589368 | Insurance Broker | $16,844 |
AB FUNDS2 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 13-5657669 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,684 | $55,002-44.2% | $59,878-48.8% | $56,287-45.5% |
| Participation rate | 72.3% | 75.9%-3.6pp | 74.7%-2.4pp | 69.9%+2.5pp |
| Annual return | -6.62% | 1.13%-7.8pp | 3.46%-10.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $368 | $2,448-85.0% | $2,722-86.5% | $2,111-82.6% |
| Participant deferral / active EE | $1,123 | $3,121-64.0% | $3,402-67.0% | $3,350-66.5% |
| Admin fee / account holder | $306 | $236+29.9% | $3,590-91.5% | $521-41.2% |