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 | $20,045 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | 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 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,792 | $62,928-67.0% | $172,739-88.0% | $67,579-69.2% |
| Participation rate | 60.5% | 64.5%-4.0pp | 82.6%-22.1pp | 71.3%-10.8pp |
| Annual return | 6.15% | 30.36%-24.2pp | 802.84%-796.7pp | 378.56%-372.4pp |
| Employer contribution / active EE | $274 | $1,636-83.3% | $5,143-94.7% | $2,148-87.2% |
| Participant deferral / active EE | $741 | $2,145-65.5% | $5,198-85.8% | $3,539-79.1% |
| Admin fee / account holder | $76 | $167-54.4% | $13,954-99.5% | $142-46.6% |