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 |
|---|---|---|
NEUBERGER BERMAN2+ years Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $151,996 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 21 · EIN 94-1347393 12 EAST 49 STREET · NEW YORK, NY 10017 | Bank Trustee | $17,298 |
See 1 actuary disclosure. $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.
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 | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 17.48% | 10.58%+6.9pp | 14.41%+3.1pp | 13.95%+3.5pp |
| Employer contribution / active EE | $19,900 | $37,352-46.7% | $45,283-56.1% | $16,598+19.9% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |