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 | $28,188 |
Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
THORNBURG3 years Service code 52 · EIN 06-1158764 | 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 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,986 | $65,376-40.4% | $87,100-55.2% | $65,185-40.2% |
| Participation rate | 82.3% | 75.3%+7.0pp | 76.9%+5.5pp | 70.2%+12.1pp |
| Annual return | 13.01% | 31.27%-18.3pp | 28.19%-15.2pp | 29.38%-16.4pp |
| Employer contribution / active EE | $451 | $1,822-75.3% | $2,521-82.1% | $2,177-79.3% |
| Participant deferral / active EE | $1,836 | $3,388-45.8% | $4,049-54.6% | $3,514-47.7% |
| Admin fee / account holder | $180 | $520-65.5% | $7,497-97.6% | $847-78.8% |