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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $20,000 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $16,896 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 15 · EIN 04-2647786 | Recordkeeping | $6,996 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,088 | $65,592+28.2% | $90,160-6.7% | $69,631+20.8% |
| Participation rate | 98.2% | 77.6%+20.6pp | 76.9%+21.3pp | 70.7%+27.5pp |
| Annual return | 18.50% | 57.10%-38.6pp | 34.88%-16.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,249 | $2,193+2.5% | $3,318-32.2% | $2,032+10.7% |
| Participant deferral / active EE | $7,363 | $5,257+40.1% | $5,288+39.3% | $3,224+128.4% |
| Admin fee / account holder | $44 | $86-48.2% | $5,943-99.3% | $110-59.8% |