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 49 · EIN 04-1590850 | Other Services | $4,965 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
VICTORY3 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years 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 | $84,598 | $66,601+27.0% | $92,893-8.9% | $67,579+25.2% |
| Participation rate | 96.5% | 72.5%+24.0pp | 76.0%+20.5pp | 71.3%+25.2pp |
| Annual return | 23.47% | 92.58%-69.1pp | 109.41%-85.9pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,690 | $2,775-3.1% | $3,653-26.4% | $2,148+25.2% |
| Participant deferral / active EE | $5,298 | $3,157+67.9% | $4,236+25.1% | $3,539+49.7% |
| Admin fee / account holder | $10 | $199-94.9% | $5,794-99.8% | $142-92.9% |