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 | $60,626 |
DAVENPORT & COMPANY LLC2+ years Filed as: DAVENPORT & COMPANY Service code 27 · EIN 54-1991694 | Advisory (Plan) | $36,407 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $8,054 |
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 | $50,939 | $50,106+1.7% | $70,014-27.2% | $57,658-11.7% |
| Participation rate | 83.5% | 70.9%+12.7pp | 71.8%+11.7pp | 70.2%+13.3pp |
| Annual return | 5.74% | 14.58%-8.8pp | 12.99%-7.3pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,015 | $1,739-41.6% | $2,338-56.6% | $1,974-48.6% |
| Participant deferral / active EE | $2,444 | $2,486-1.7% | $2,931-16.6% | $3,061-20.1% |
| Admin fee / account holder | $197 | $89+121.1% | $4,380-95.5% | $95+108.6% |