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 TRUST5+ years Filed as: CAPTIAL RESEARCH MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,638 |
TRANTECH RADIATOR PRODUCTS, INC5+ years Service code 99 · EIN 36-4343003 PO BOX 570 · EDGEFIELD, SC 29824 | Other Fees | $0 |
WELLS FARGO BANK, N.A.4 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 | $57,081 | $72,492-21.3% | $87,100-34.5% | $72,985-21.8% |
| Participation rate | 79.0% | 72.8%+6.2pp | 76.9%+2.1pp | 69.5%+9.5pp |
| Annual return | 19.95% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $517 | $1,894-72.7% | $2,521-79.5% | $2,440-78.8% |
| Participant deferral / active EE | $3,019 | $3,270-7.7% | $4,049-25.4% | $3,607-16.3% |
| Admin fee / account holder | $31 | $5,055-99.4% | $7,497-99.6% | $5,124-99.4% |