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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,364 |
Service code 19 PO BOX 219503 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | 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 | $95,699 | $58,851+62.6% | $115,157-16.9% | $72,985+31.1% |
| Participation rate | 92.2% | 65.5%+26.7pp | 75.9%+16.3pp | 69.5%+22.7pp |
| Annual return | 24.72% | 23.16%+1.6pp | 35.60%-10.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,466 | $1,798-18.5% | $3,179-53.9% | $2,440-39.9% |
| Participant deferral / active EE | $4,520 | $2,643+71.0% | $4,168+8.4% | $3,607+25.3% |
| Admin fee / account holder | $125 | $6,370-98.0% | $7,088-98.2% | $5,124-97.6% |