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 | $20,674 |
WHITTLESEY PC1 year Service code 10 · EIN 06-0903326 | Accounting | $16,500 |
WHITTLESEY PC4 years Filed as: WHITTLESEY P.C. Service code 10 · EIN 06-0903326 | Accounting | $5,500 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,008 | $52,293-59.8% | $178,490-88.2% | $73,409-71.4% |
| Participation rate | 61.7% | 65.3%-3.6pp | 81.9%-20.2pp | 72.2%-10.4pp |
| Annual return | 2.53% | 34.75%-32.2pp | 151.07%-148.5pp | 59.29%-56.8pp |
| Employer contribution / active EE | $294 | $1,735-83.1% | $5,011-94.1% | $2,234-86.8% |
| Participant deferral / active EE | $759 | $2,332-67.5% | $5,202-85.4% | $3,805-80.1% |
| Admin fee / account holder | $100 | $127-21.8% | $13,984-99.3% | $158-36.9% |