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 13 · EIN 42-0127290 | Contract Administrator | $31,540 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC Service code 27 · EIN 45-0389744 | Advisory (Plan) | $11,302 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $41,744 | $46,173-9.6% | $170,442-75.5% | $69,631-40.1% |
| Participation rate | 79.9% | 63.9%+16.0pp | 83.6%-3.7pp | 70.7%+9.2pp |
| Annual return | 30.96% | 21.62%+9.3pp | 205.93%-175.0pp | 27571.02%-27540.1pp |
| Employer contribution / active EE | $2,553 | $1,610+58.6% | $5,433-53.0% | $2,032+25.6% |
| Participant deferral / active EE | $1,737 | $2,080-16.5% | $4,939-64.8% | $3,224-46.1% |
| Admin fee / account holder | $212 | $116+82.6% | $13,880-98.5% | $110+91.7% |