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 |
|---|---|---|
GRASSI & CO3+ years Service code 10 · EIN 11-3266576 | Accounting | $10,175 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $7,681 |
Service code 10 · EIN 84-0637348 | Accounting | $5,088 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,452 | $66,180+116.8% | $118,746+20.8% | $62,292+130.3% |
| Participation rate | 92.3% | 71.3%+21.0pp | 78.3%+14.0pp | 69.5%+22.8pp |
| Annual return | 10.24% | 60.89%-50.6pp | 24.54%-14.3pp | 28.90%-18.7pp |
| Employer contribution / active EE | $3,117 | $3,183-2.1% | $4,193-25.7% | $2,042+52.6% |
| Participant deferral / active EE | $6,345 | $4,247+49.4% | $5,332+19.0% | $3,169+100.2% |
| Admin fee / account holder | $38 | $753-94.9% | $10,720-99.6% | $479-92.0% |