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 |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $46,726 |
SACKLOW & ACOX, CPAS, LLC2 years Filed as: SACKLOW & ACOX CPAS, LLC Service code 10 · EIN 83-0779411 | Accounting | $5,000 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES LLC. Service code 27 · EIN 20-1899564 | Advisory (Plan) | $3,225 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $2,474 |
Filed as: MORGAN STANLEY & CO LLC Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,199 | $63,321-55.5% | $68,791-59.0% | $77,904-63.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -10.62% | -6.50%-4.1pp | -6.38%-4.2pp | 12.21%-22.8pp |
| Employer contribution / active EE | $1,588 | $2,794-43.1% | $2,655-40.2% | $2,848-44.2% |
| Participant deferral / active EE | $1,992 | $4,029-50.6% | $3,941-49.4% | $4,806-58.5% |
| Admin fee / account holder | $19 | $104-82.0% | $4,932-99.6% | $133-85.8% |