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 19 PO BOX 219503 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
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 | $90,975 | $64,324+41.4% | $118,925-23.5% | $79,858+13.9% |
| Participation rate | 84.7% | 64.9%+19.9pp | 75.4%+9.4pp | 69.6%+15.1pp |
| Annual return | 0.80% | 86.45%-85.6pp | 35.88%-35.1pp | 31.71%-30.9pp |
| Employer contribution / active EE | $1,536 | $1,836-16.3% | $3,263-52.9% | $2,471-37.8% |
| Participant deferral / active EE | $4,331 | $2,824+53.4% | $4,265+1.6% | $3,740+15.8% |
| Admin fee / account holder | $114 | $4,040-97.2% | $6,581-98.3% | $5,306-97.9% |