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 | $80,701 |
CLEARROCK CAPITAL, LLC5+ years Service code 27 · EIN 26-0337317 | Advisory (Plan) | $65,116 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | 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 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
NUVEEN3 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $312,143 | $89,652+248.2% | $141,162+121.1% | $65,185+378.9% |
| Participation rate | 96.5% | 74.7%+21.7pp | 82.5%+14.0pp | 70.2%+26.3pp |
| Annual return | 23.38% | 32.79%-9.4pp | 71.39%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $15,161 | $3,065+394.7% | $4,735+220.2% | $2,177+596.6% |
| Participant deferral / active EE | $8,472 | $5,691+48.9% | $6,709+26.3% | $3,514+141.1% |
| Admin fee / account holder | $889 | $569+56.4% | $10,261-91.3% | $847+4.9% |