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 9-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 |
|---|---|---|
BADGLEY PHELPS & BELL INC3+ years Filed as: BADGLEY, PHELPS Service code 28 · EIN 91-0784795 | Investment Management | $7,820 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4575414 | Investment Management | $5,729 |
POLEN CAPITAL3+ years Service code 28 · EIN 13-2984374 | Investment Management | $5,706 |
ZEVENBERGEN CAPITAL1 year Filed as: ZEVENBERGEN CAPTIAL Service code 28 · EIN 91-1387348 | Investment Management | $5,650 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,173 | $75,388+71.3% | $123,544+4.6% | $55,725+131.8% |
| Participation rate | 98.5% | 75.7%+22.9pp | 82.3%+16.2pp | 70.9%+27.7pp |
| Annual return | -27.02% | 4.48%-31.5pp | 119.20%-146.2pp | 244.93%-272.0pp |
| Employer contribution / active EE | $893 | $3,063-70.8% | $4,628-80.7% | $2,078-57.0% |
| Participant deferral / active EE | $2,487 | $5,651-56.0% | $6,426-61.3% | $3,356-25.9% |
| Admin fee / account holder | $47 | $120-60.5% | $9,284-99.5% | $115-59.0% |