Filed March 21, 2025
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 52 · EIN 04-1590850 | Indirect Investment Fees | $55,479 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $13 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
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 | $39,959 | $95,542-58.2% | $69,455-42.5% | $67,579-40.9% |
| Participation rate | 81.7% | 79.4%+2.4pp | 74.6%+7.1pp | 71.3%+10.5pp |
| Annual return | 17.52% | 17.67%-0.2pp | 28.97%-11.5pp | 378.56%-361.0pp |
| Employer contribution / active EE | $2,105 | $2,989-29.6% | $2,779-24.2% | $2,148-2.0% |
| Participant deferral / active EE | $2,189 | $3,263-32.9% | $3,535-38.1% | $3,539-38.1% |
| Admin fee / account holder | $102 | $90+14.0% | $3,839-97.3% | $142-28.0% |