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.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $62,066 |
BRUCKER & MORRA, APC2+ years Service code 13 10880 WILSHIRE BLVD., · LOS ANGELES, CA 90024 | Contract Administrator | $9,984 |
Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 99 · EIN 46-4984194 | Other Fees | $0 |
Filed as: VOYA FINANCIAL Service code 99 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Other Fees | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 3.57% | 7.17%-3.6pp | 7.98%-4.4pp | 7.18%-3.6pp |
| Employer contribution / active EE | $2,953 | $13,444-78.0% | $23,724-87.6% | $13,095-77.4% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |