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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $3,925 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP3 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-1501338 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,866 | $41,647-16.3% | $96,139-63.7% | $86,799-59.8% |
| Participation rate | 6.6% | 50.2%-43.6pp | 68.4%-61.8pp | 72.3%-65.7pp |
| Annual return | 11.08% | 27.24%-16.2pp | 191.94%-180.9pp | 97.91%-86.8pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $364 | $2,412-84.9% | $4,349-91.6% | $4,131-91.2% |
| Admin fee / account holder | $66 | $169-61.2% | $5,537-98.8% | $170-61.2% |