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 52 · EIN 04-1590850 | Indirect Investment Fees | $122,935 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,760 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 26-2853921 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DOMINI FUNDS2 years Service code 52 · EIN 04-3081258 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | 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 | $37,671 | $39,898-5.6% | $121,196-68.9% | $55,725-32.4% |
| Participation rate | 94.4% | 61.2%+33.1pp | 71.7%+22.6pp | 70.9%+23.5pp |
| Annual return | -5.04% | -0.96%-4.1pp | 16.93%-22.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,756 | $1,295+112.8% | $4,022-31.5% | $2,078+32.6% |
| Participant deferral / active EE | $4,236 | $2,439+73.7% | $3,344+26.7% | $3,356+26.2% |
| Admin fee / account holder | $210 | $95+121.0% | $5,019-95.8% | $115+82.4% |