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 | $25,070 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $12,228 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,473 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 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.
Participant contribution per participant 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 | $24,380 | $56,485-56.8% | $185,823-86.9% | $86,799-71.9% |
| Participation rate | 68.3% | 65.5%+2.8pp | 81.7%-13.4pp | 72.3%-4.0pp |
| Annual return | 26.48% | 118.04%-91.6pp | 122.05%-95.6pp | 97.91%-71.4pp |
| Employer contribution / active EE | $624 | $1,843-66.1% | $5,167-87.9% | $2,405-74.1% |
| Participant deferral / active EE | $689 | $2,553-73.0% | $5,568-87.6% | $4,131-83.3% |
| Admin fee / account holder | $114 | $150-23.9% | $16,237-99.3% | $170-32.9% |