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 |
|---|---|---|
NORTHEAST ADVISORS, INC.1+ years Filed as: NORTHEAST ADVISER, INC. Service code 27 · EIN 23-3044281 | Advisory (Plan) | $75,737 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $38,382 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,034 | $50,498-38.5% | $75,781-59.0% | $55,191-43.8% |
| Participation rate | 79.2% | 69.4%+9.7pp | 75.8%+3.4pp | 69.2%+10.0pp |
| Annual return | -2.32% | 1.80%-4.1pp | 9.68%-12.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $1,388 | $2,291-39.4% | $3,323-58.2% | $1,899-26.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $217 | $123+76.2% | $5,299-95.9% | $91+138.8% |