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 |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS TRUST CO NA Service code 28 · EIN 13-4166989 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $189,549 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK NA Service code 21 · EIN 94-1347393 12 EAST 49 STREET · NEW YORK, NY 10017 | Bank Trustee | $21,630 |
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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 16.73% | 6915.14%-6898.4pp | 380.66%-363.9pp | 627.08%-610.3pp |
| Employer contribution / active EE | $11,976 | $39,618-69.8% | $45,083-73.4% | $18,824-36.4% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |