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 |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI TRUST Service code 27 · EIN 06-1271230 | Advisory (Plan) | $88,728 |
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $21,008 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $15,750 |
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 | $23,938 | $46,173-48.2% | $170,442-86.0% | $69,631-65.6% |
| Participation rate | 81.7% | 63.9%+17.8pp | 83.6%-1.9pp | 70.7%+11.0pp |
| Annual return | 10.79% | 21.62%-10.8pp | 205.93%-195.1pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $3,358 | $1,610+108.6% | $5,433-38.2% | $2,032+65.3% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $145 | $116+25.1% | $13,880-99.0% | $110+31.4% |