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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,642 |
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 |
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 | $42,733 | $59,328-28.0% | $118,925-64.1% | $73,488-41.9% |
| Participation rate | 84.7% | 62.3%+22.4pp | 75.4%+9.3pp | 70.7%+14.0pp |
| Annual return | 15.74% | 19.13%-3.4pp | 35.88%-20.1pp | 28.51%-12.8pp |
| Employer contribution / active EE | $827 | $1,803-54.2% | $3,263-74.7% | $2,270-63.6% |
| Participant deferral / active EE | $2,787 | $2,604+7.0% | $4,265-34.6% | $3,740-25.5% |
| Admin fee / account holder | $56 | $600-90.6% | $6,581-99.1% | $513-89.0% |