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.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $85,431 |
EXETER TRUST COMPANY1+ years Service code 21 · EIN 02-0476209 | Bank Trustee | $0 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $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 | $136,040 | $72,770+86.9% | $67,652+101.1% | $55,191+146.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -3.11% | -3.26%+0.2pp | 6625.04%-6628.1pp | 10.78%-13.9pp |
| Employer contribution / active EE | $2,898 | $1,769+63.8% | $2,266+27.9% | $1,899+52.7% |
| Participant deferral / active EE | $2,444 | $3,408-28.3% | $3,560-31.4% | $3,046-19.8% |
| Admin fee / account holder | $144 | $79+82.2% | $4,821-97.0% | $91+58.2% |