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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 1606 CARMODY CT. SUITE 401 · SEWICKLEY, PA 15143 | Other Commissions | $25,402 |
METRO BENEFITS, INC.2+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 15237 | Contract Administrator | $8,730 |
BDO USA, LLP1 year Service code 10 P.O. BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $7,000 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 25 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Directed Trustee | $1,131 |
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 | $137,235 | $46,732+193.7% | $156,549-12.3% | $55,167+148.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.61% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $5,817 | $2,105+176.3% | $5,501+5.7% | $1,963+196.4% |
| Participant deferral / active EE | $4,493 | $2,204+103.8% | $4,871-7.8% | $3,054+47.1% |
| Admin fee / account holder | $79 | $418-81.2% | $13,027-99.4% | $504-84.4% |