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 | $14,257 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | 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 | $96,410 | $58,726+64.2% | $92,233+4.5% | $62,292+54.8% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 13.41% | 43.62%-30.2pp | 176.28%-162.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $7,648 | $2,392+219.8% | $3,679+107.9% | $2,042+274.5% |
| Participant deferral / active EE | $3,375 | $2,766+22.0% | $3,897-13.4% | $3,169+6.5% |
| Admin fee / account holder | $81 | $556-85.5% | $5,194-98.4% | $479-83.2% |