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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,703 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES L Service code 16 · EIN 75-1553739 | Consulting | $15,708 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | 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 |
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 | $54,829 | $59,186-7.4% | $76,768-28.6% | $56,287-2.6% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | -4.01% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+5.9pp |
| Employer contribution / active EE | $571 | $1,759-67.5% | $2,485-77.0% | $2,111-72.9% |
| Participant deferral / active EE | $2,021 | $3,255-37.9% | $3,852-47.5% | $3,350-39.7% |
| Admin fee / account holder | $222 | $489-54.7% | $6,675-96.7% | $521-57.5% |