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 | $59,295 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $25,917 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
COMERICA BANK1 year Filed as: COMERICA BANK AND TRUST Service code 52 · EIN 47-6658632 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-3025603 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $158,438 | $63,299+150.3% | $91,001+74.1% | $62,292+154.3% |
| Participation rate | 95.7% | 73.3%+22.4pp | 75.6%+20.1pp | 69.5%+26.2pp |
| Annual return | 15.34% | 20.99%-5.6pp | 4.60%+10.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $10,163 | $1,807+462.5% | $2,456+313.9% | $2,042+397.6% |
| Participant deferral / active EE | $10,440 | $2,943+254.8% | $3,547+194.3% | $3,169+229.4% |
| Admin fee / account holder | $319 | $468-31.8% | $5,417-94.1% | $479-33.5% |