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 |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 · EIN 36-3608252 | Recordkeeping | $16,953 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $14,879 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $4,027 |
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 | $243,171 | $64,286+278.3% | $90,951+167.4% | $73,409+231.3% |
| Participation rate | 88.7% | 63.6%+25.1pp | 69.0%+19.7pp | 72.2%+16.6pp |
| Annual return | 15.51% | 21.45%-5.9pp | 134.60%-119.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $582 | $895-34.9% | $2,122-72.6% | $2,234-73.9% |
| Participant deferral / active EE | $9,553 | $2,453+289.4% | $3,373+183.2% | $3,805+151.0% |
| Admin fee / account holder | $66 | $287-77.2% | $5,959-98.9% | $158-58.5% |