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 | $2,240 |
SBHU LIFE AGENCY INC1 year Service code 53 · EIN 13-2896238 | Insurance Commissions | $1,958 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS3 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | 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 | $88,580 | $98,982-10.5% | $162,163-45.4% | $65,185+35.9% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.9pp | 70.2%+29.2pp |
| Annual return | 22.12% | 24.84%-2.7pp | 115.59%-93.5pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,125 | $3,467-38.7% | $5,614-62.1% | $2,177-2.4% |
| Participant deferral / active EE | $4,499 | $5,384-16.4% | $7,298-38.3% | $3,514+28.1% |
| Admin fee / account holder | $11 | $596-98.2% | $10,843-99.9% | $847-98.7% |