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 | $4,275 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,317 | $91,517+4.2% | $101,248-5.9% | $73,409+29.8% |
| Participation rate | 98.3% | 73.8%+24.5pp | 75.8%+22.4pp | 72.2%+26.1pp |
| Annual return | 17.75% | 17.17%+0.6pp | 46.47%-28.7pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,795 | $2,877-2.8% | $3,660-23.6% | $2,234+25.1% |
| Participant deferral / active EE | $5,725 | $3,338+71.5% | $4,370+31.0% | $3,805+50.4% |
| Admin fee / account holder | $6 | $216-97.2% | $5,945-99.9% | $158-96.2% |