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 |
|---|---|---|
OPPENHEIMER3+ years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 53 · EIN 13-2886227 | Insurance Commissions | $53,940 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $45,800 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2558592 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 39-1970095 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,913 | $46,173-52.5% | $170,442-87.1% | $69,631-68.5% |
| Participation rate | 87.7% | 63.9%+23.8pp | 83.6%+4.1pp | 70.7%+17.0pp |
| Annual return | 21.02% | 21.62%-0.6pp | 205.93%-184.9pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $579 | $1,610-64.0% | $5,433-89.3% | $2,032-71.5% |
| Participant deferral / active EE | $4,677 | $2,080+124.9% | $4,939-5.3% | $3,224+45.1% |
| Admin fee / account holder | $55 | $116-52.2% | $13,880-99.6% | $110-49.9% |