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 5-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 |
|---|---|---|
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $77,391 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $61,845 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $26,439 |
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $10,890 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 81-4017137 | Investment Management | $7,152 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,793 | $87,013+143.4% | $106,213+99.4% | $80,856+161.9% |
| Participation rate | 97.7% | 70.4%+27.2pp | 75.3%+22.4pp | 67.6%+30.0pp |
| Annual return | 12.39% | 17.05%-4.7pp | 116.14%-103.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $21,328 | $2,395+790.5% | $3,171+572.5% | $2,755+674.2% |
| Participant deferral / active EE | $16,843 | $3,986+322.6% | $5,016+235.8% | $4,296+292.1% |
| Admin fee / account holder | $74 | $8,431-99.1% | $11,033-99.3% | $6,918-98.9% |