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 |
|---|---|---|
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $342,731 |
Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $32,100 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $30,303 |
Filed as: KRAVITZ, INC. Service code 15 · EIN 95-3207191 | Recordkeeping | $28,109 |
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 | $64,492 | $80,211-19.6% | $74,183-13.1% | $63,975+0.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.8pp |
| Annual return | 6.03% | 14.13%-8.1pp | 17.74%-11.7pp | 48.65%-42.6pp |
| Employer contribution / active EE | $9,275 | $2,553+263.3% | $2,370+291.4% | $2,182+325.1% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $111 | $67+64.8% | $5,586-98.0% | $70+57.3% |