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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,110 |
Service code 49 · EIN 04-1590850 | Other Services | $5,162 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DOMINI FUNDS1 year Service code 52 · EIN 04-3081258 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 | $63,966 | $52,953+20.8% | $172,739-63.0% | $65,185-1.9% |
| Participation rate | 76.5% | 66.2%+10.3pp | 82.6%-6.2pp | 70.2%+6.3pp |
| Annual return | 26.16% | 30.12%-4.0pp | 802.84%-776.7pp | 29.38%-3.2pp |
| Employer contribution / active EE | $2,477 | $2,190+13.1% | $5,143-51.8% | $2,177+13.8% |
| Participant deferral / active EE | $5,455 | $2,471+120.8% | $5,198+4.9% | $3,514+55.2% |
| Admin fee / account holder | $190 | $472-59.8% | $13,954-98.6% | $847-77.6% |