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 |
|---|---|---|
GOLDEN RAIN FOUNDATION1 year Service code 14 · EIN 94-1655715 | Plan Administrator | $27,482 |
WOODSIDE FINANCIAL ADVISORS6+ years Service code 27 · EIN 94-3412814 | Advisory (Plan) | $15,179 |
Service code 49 · EIN 04-1590850 | Other Services | $723 |
INVESCO2 years Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | 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 |
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 | $123,768 | $66,124+87.2% | $90,404+36.9% | $73,488+68.4% |
| Participation rate | 94.7% | 69.7%+25.0pp | 72.7%+22.0pp | 70.7%+24.0pp |
| Annual return | 17.46% | 17.65%-0.2pp | 1293.02%-1275.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,054 | $2,346-12.5% | $3,262-37.0% | $2,270-9.5% |
| Participant deferral / active EE | $5,541 | $3,039+82.3% | $3,963+39.8% | $3,740+48.2% |
| Admin fee / account holder | $5 | $396-98.7% | $5,611-99.9% | $513-99.0% |