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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $118,986 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 23-2384840 | Consulting | $80,000 |
MARGOLIN, WINER & EVENS LLP4+ years Service code 10 · EIN 11-1558868 | Accounting | $12,000 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $138,583 | $31,252+343.4% | $75,826+82.8% | $55,725+148.7% |
| Participation rate | 87.2% | 71.3%+15.9pp | 68.2%+19.0pp | 70.9%+16.4pp |
| Annual return | -5.71% | 2.84%-8.6pp | 1914.15%-1919.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,588 | $1,260+105.4% | $1,913+35.2% | $2,078+24.5% |
| Participant deferral / active EE | $7,101 | $2,258+214.5% | $2,862+148.1% | $3,356+111.6% |
| Admin fee / account holder | $278 | $91+204.4% | $4,726-94.1% | $115+141.7% |