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 |
|---|---|---|
MMA SECURITIES LLC4+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $15,633 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 53 · EIN 20-3247391 | Insurance Commissions | $7,418 |
Service code 49 · EIN 04-1590850 | Other Services | $2,200 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | 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 | $55,834 | $44,873+24.4% | $79,464-29.7% | $56,287-0.8% |
| Participation rate | 75.2% | 68.7%+6.4pp | 73.3%+1.8pp | 69.9%+5.3pp |
| Annual return | -3.56% | 0.81%-4.4pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,237 | $2,140+4.5% | $2,800-20.1% | $2,111+5.9% |
| Participant deferral / active EE | $7,445 | $2,746+171.1% | $3,704+101.0% | $3,350+122.3% |
| Admin fee / account holder | $12 | $418-97.1% | $5,113-99.8% | $521-97.7% |