See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Filed as: HERITAGE INSTITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $84,445 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,350 |
CAPSTONE RETIREMENT SERVICES3 years Service code 14 · EIN 26-0674136 | Plan Administrator | $11,050 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS5 years Service code 52 · EIN 13-3352347 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,308 | $76,774-3.2% | $112,228-33.8% | $77,904-4.6% |
| Participation rate | 88.7% | 80.2%+8.5pp | 75.1%+13.6pp | 73.7%+15.0pp |
| Annual return | -5.15% | -10.25%+5.1pp | 27.45%-32.6pp | 12.21%-17.4pp |
| Employer contribution / active EE | $3,649 | $3,977-8.2% | $3,635+0.4% | $2,848+28.1% |
| Participant deferral / active EE | $961 | $3,778-74.6% | $4,728-79.7% | $4,806-80.0% |
| Admin fee / account holder | $73 | $239-69.3% | $6,410-98.9% | $133-44.6% |