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.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 48-1305000 | Advisory (Participants) | $11,117 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISERS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $5,471 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,443 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS Service code 26 | Advisory (Participants) | $2,504 |
Service code 37 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Loan Processing | $750 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $342 |
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 | $115,094 | $62,586+83.9% | $76,768+49.9% | $64,186+79.3% |
| Participation rate | 96.7% | 72.8%+23.9pp | 77.0%+19.7pp | 69.6%+27.1pp |
| Annual return | -3.38% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,295 | $1,832-29.3% | $2,485-47.9% | $2,381-45.6% |
| Participant deferral / active EE | $7,962 | $3,145+153.2% | $3,852+106.7% | $3,470+129.5% |
| Admin fee / account holder | $264 | $4,667-94.3% | $6,675-96.0% | $4,888-94.6% |