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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,480 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,605 | $59,328-14.7% | $118,925-57.4% | $73,488-31.1% |
| Participation rate | 76.8% | 62.3%+14.5pp | 75.4%+1.4pp | 70.7%+6.1pp |
| Annual return | 11.46% | 19.13%-7.7pp | 35.88%-24.4pp | 28.51%-17.1pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,867 | $2,604+10.1% | $4,265-32.8% | $3,740-23.3% |
| Admin fee / account holder | $78 | $600-87.0% | $6,581-98.8% | $513-84.8% |