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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $28,500 |
ERNST & YOUNG LLP1 year Service code 10 PO BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $19,113 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,170 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $1,802 |
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 | $131,510 | $41,467+217.1% | $67,313+95.4% | $55,725+136.0% |
| Participation rate | 98.5% | 62.5%+36.0pp | 69.1%+29.4pp | 70.9%+27.6pp |
| Annual return | -3.39% | 0.82%-4.2pp | -4.08%+0.7pp | 244.93%-248.3pp |
| Employer contribution / active EE | $5,139 | $1,316+290.3% | $2,566+100.3% | $2,078+147.3% |
| Participant deferral / active EE | $7,484 | $2,399+211.9% | $3,568+109.7% | $3,356+123.0% |
| Admin fee / account holder | $89 | $102-13.2% | $4,507-98.0% | $115-23.1% |