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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 70 · EIN 59-3331424 | Consulting Fees | $18,455 |
Service code 49 · EIN 04-1590850 | Other Services | $6,716 |
AMERICAN FUNDS1 year Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $49,337 | $52,953-6.8% | $172,739-71.4% | $65,185-24.3% |
| Participation rate | 90.5% | 66.2%+24.4pp | 82.6%+7.9pp | 70.2%+20.3pp |
| Annual return | 3.56% | 30.12%-26.6pp | 802.84%-799.3pp | 29.38%-25.8pp |
| Employer contribution / active EE | $1,515 | $2,190-30.8% | $5,143-70.5% | $2,177-30.4% |
| Participant deferral / active EE | $2,053 | $2,471-16.9% | $5,198-60.5% | $3,514-41.6% |
| Admin fee / account holder | $37 | $472-92.3% | $13,954-99.7% | $847-95.7% |