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 49 · EIN 04-1590850 | Other Services | $612 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 | $65,842 | $51,620+27.6% | $90,281-27.1% | $65,185+1.0% |
| Participation rate | 78.3% | 68.6%+9.7pp | 73.3%+5.1pp | 70.2%+8.1pp |
| Annual return | 26.53% | 24.94%+1.6pp | 78.10%-51.6pp | 29.38%-2.9pp |
| Employer contribution / active EE | $2,418 | $2,235+8.2% | $2,854-15.3% | $2,177+11.1% |
| Participant deferral / active EE | $7,662 | $2,871+166.9% | $3,885+97.2% | $3,514+118.1% |
| Admin fee / account holder | $3 | $384-99.2% | $5,351-99.9% | $847-99.7% |