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 | $1,250 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | 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 | $74,350 | $79,523-6.5% | $140,016-46.9% | $56,287+32.1% |
| Participation rate | 98.2% | 85.7%+12.5pp | 87.5%+10.7pp | 69.9%+28.3pp |
| Annual return | -1.60% | 2.39%-4.0pp | 651.12%-652.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $2,037 | $3,350-39.2% | $5,606-63.7% | $2,111-3.5% |
| Participant deferral / active EE | $4,324 | $5,129-15.7% | $6,927-37.6% | $3,350+29.1% |
| Admin fee / account holder | $7 | $614-98.9% | $10,705-99.9% | $521-98.7% |