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 52 · EIN 04-1590850 | Indirect Investment Fees | $37,313 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 52-2250946 | Indirect Investment Fees | $0 |
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 | $159,811 | $123,286+29.6% | $75,670+111.2% | $77,958+105.0% |
| Participation rate | 80.8% | 78.8%+2.0pp | 72.3%+8.4pp | 71.6%+9.1pp |
| Annual return | 54.18% | 20.45%+33.7pp | 27.34%+26.8pp | 20.87%+33.3pp |
| Employer contribution / active EE | $4,593 | $2,035+125.8% | $2,352+95.3% | $2,310+98.8% |
| Participant deferral / active EE | $5,884 | $3,095+90.1% | $3,142+87.2% | $3,537+66.4% |
| Admin fee / account holder | $30 | $144-79.1% | $5,800-99.5% | $97-69.1% |