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 | $9,698 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 19 PO BOX 2280 · NORFOLK, VA 235012280 | Securities Custodian | $0 |
COLUMBIA2 years Filed as: COLUMBIA MGMT. INVSTMT.ADVISORS,LLC Service code 19 PO BOX 8081 · BOSTON, MA 022668081 | Securities Custodian | $0 |
DODGE & COX2 years Filed as: DODGE & COX CO BOSTON FINANCIAL Service code 19 PO BOX 8422 · BOSTON, MA 022668422 | Securities Custodian | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUND SERVICES Service code 19 PO BOX 8528 · BOSTON, MA 022668528 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 PO BOX 55824 · BOSTON, MA 022055824 | 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 | $38,915 | $47,448-18.0% | $94,993-59.0% | $62,292-37.5% |
| Participation rate | 98.0% | 66.5%+31.5pp | 73.9%+24.1pp | 69.5%+28.5pp |
| Annual return | 15.93% | 22.64%-6.7pp | 27.12%-11.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,415 | $1,300+8.9% | $2,603-45.6% | $2,042-30.7% |
| Participant deferral / active EE | $3,287 | $2,375+38.4% | $3,317-0.9% | $3,169+3.7% |
| Admin fee / account holder | $80 | $434-81.5% | $4,960-98.4% | $479-83.2% |