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 LLC6+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,110 |
Service code 49 · EIN 04-1590850 | Other Services | $5,033 |
AMERICAN FUNDS4 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DOMINI FUNDS2 years Service code 52 · EIN 04-3081258 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | 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 | $72,346 | $58,879+22.9% | $178,490-59.5% | $73,488-1.6% |
| Participation rate | 72.6% | 66.2%+6.4pp | 81.9%-9.3pp | 70.7%+1.9pp |
| Annual return | 17.24% | 24.86%-7.6pp | 151.07%-133.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,097 | $2,236+38.5% | $5,011-38.2% | $2,270+36.4% |
| Participant deferral / active EE | $5,290 | $2,567+106.0% | $5,202+1.7% | $3,740+41.5% |
| Admin fee / account holder | $191 | $400-52.3% | $13,984-98.6% | $513-62.8% |