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 |
|---|---|---|
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: DIMENSTIONAL FUNDS Service code 28 | Investment Management | $0 |
EAGLEASSET4 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,640 | $53,932-78.4% | $134,143-91.3% | $90,288-87.1% |
| Participation rate | 3.1% | 60.4%-57.3pp | 72.2%-69.1pp | 73.4%-70.3pp |
| Annual return | 22.66% | 23.16%-0.5pp | 36.33%-13.7pp | 53.97%-31.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $3,704-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $155 | $2,432-93.6% | $3,499-95.6% | $4,232-96.3% |
| Admin fee / account holder | $7 | $104-93.1% | $6,684-99.9% | $114-93.7% |