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 | $41,189 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $17,460 |
AB FUNDS4 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE4 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 FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIONEER4 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.)
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 | $46,246 | $65,322-29.2% | $70,449-34.4% | $73,488-37.1% |
| Participation rate | 76.3% | 77.0%-0.7pp | 75.1%+1.2pp | 70.7%+5.6pp |
| Annual return | 22.05% | 15.71%+6.3pp | 109.03%-87.0pp | 28.51%-6.5pp |
| Employer contribution / active EE | $398 | $2,460-83.8% | $2,737-85.4% | $2,270-82.5% |
| Participant deferral / active EE | $1,118 | $3,375-66.9% | $3,709-69.9% | $3,740-70.1% |
| Admin fee / account holder | $349 | $214+63.1% | $3,845-90.9% | $513-32.0% |