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 |
|---|---|---|
CAPTIAL BANK AND TRUST4+ years Filed as: CAPTIAL RESEARCH MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,650 |
TRANTECH RADIATOR PRODUCTS, INC4+ years Service code 99 · EIN 36-4343003 PO BOX 570 · EDGEFIELD, SC 29824 | Other Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 1051 SILVERBLUFF RD STE B · AIKEN, SC 29803 | Other Commissions | $0 |
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 | $54,151 | $62,586-13.5% | $76,768-29.5% | $64,186-15.6% |
| Participation rate | 85.4% | 72.8%+12.6pp | 77.0%+8.4pp | 69.6%+15.8pp |
| Annual return | -4.18% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $439 | $1,832-76.0% | $2,485-82.3% | $2,381-81.5% |
| Participant deferral / active EE | $2,492 | $3,145-20.8% | $3,852-35.3% | $3,470-28.2% |
| Admin fee / account holder | $37 | $4,667-99.2% | $6,675-99.5% | $4,888-99.3% |