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 Service code 64 15225 W WT HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping Fees | $15,810 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
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 | $208,899 | $85,202+145.2% | $172,739+20.9% | $72,985+186.2% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.7pp | 69.5%+21.8pp |
| Annual return | 19.28% | 27.32%-8.0pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $7,522 | $3,324+126.3% | $5,143+46.3% | $2,440+208.3% |
| Participant deferral / active EE | $6,483 | $3,260+98.9% | $5,198+24.7% | $3,607+79.7% |
| Admin fee / account holder | $146 | $5,884-97.5% | $13,954-99.0% | $5,124-97.1% |