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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $34,875 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $24,482 |
KATZ, SAPPER & MILLER2+ years Filed as: KATZ, SAPPER & MILLER, LLP Service code 49 · EIN 35-2123203 | Other Services | $23,079 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 · EIN 34-1542819 | Other Services | $11,625 |
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 | $85,852 | $74,024+16.0% | $77,999+10.1% | $57,658+48.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 6.34% | 12.14%-5.8pp | 425.96%-419.6pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,383 | $2,365+43.0% | $2,470+36.9% | $1,974+71.4% |
| Participant deferral / active EE | $5,240 | $3,533+48.3% | $3,497+49.9% | $3,061+71.2% |
| Admin fee / account holder | $95 | $93+1.8% | $5,480-98.3% | $95+0.3% |