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 49 · EIN 04-1590850 | Other Services | $56,577 |
Service code 14 · EIN 75-1366650 | Plan Administrator | $42,530 |
ALTA TRUST2 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,400 | $52,293+398.0% | $178,490+45.9% | $73,409+254.7% |
| Participation rate | 90.3% | 65.3%+24.9pp | 81.9%+8.4pp | 72.2%+18.1pp |
| Annual return | 14.78% | 34.75%-20.0pp | 151.07%-136.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,608 | $1,735+50.3% | $5,011-47.9% | $2,234+16.8% |
| Participant deferral / active EE | $7,214 | $2,332+209.3% | $5,202+38.7% | $3,805+89.6% |
| Admin fee / account holder | $275 | $127+116.2% | $13,984-98.0% | $158+74.4% |