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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,816 |
AMERICAN FUNDS3 years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 19 PO BOX 2280 · NORFOLK, VA 235012280 | Securities Custodian | $0 |
COLUMBIA3 years Filed as: COLUMBIA MGMT. INVSTMT.ADVISORS,LLC Service code 19 PO BOX 8081 · BOSTON, MA 022668081 | Securities Custodian | $0 |
Service code 19 P.O. BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
MORGAN STANLEY SMITH BARNEY3 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 | $34,245 | $45,825-25.3% | $90,645-62.2% | $56,287-39.2% |
| Participation rate | 96.6% | 66.7%+29.9pp | 74.0%+22.6pp | 69.9%+26.8pp |
| Annual return | -7.42% | 38.64%-46.1pp | 1.88%-9.3pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,163 | $1,372-15.2% | $2,532-54.1% | $2,111-44.9% |
| Participant deferral / active EE | $2,717 | $2,562+6.0% | $3,425-20.7% | $3,350-18.9% |
| Admin fee / account holder | $72 | $413-82.7% | $4,994-98.6% | $521-86.3% |