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 Service code 15 · EIN 94-1347393 | Recordkeeping | $106,476 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $45,000 |
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 | $79,307 | $100,801-21.3% | $149,696-47.0% | $73,409+8.0% |
| Participation rate | 88.7% | 77.7%+11.0pp | 82.5%+6.2pp | 72.2%+16.5pp |
| Annual return | 18.97% | 265.34%-246.4pp | 276.60%-257.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $2,857 | $3,312-13.7% | $4,644-38.5% | $2,234+27.9% |
| Participant deferral / active EE | $9,804 | $6,404+53.1% | $6,842+43.3% | $3,805+157.6% |
| Admin fee / account holder | $136 | $181-25.0% | $9,309-98.5% | $158-14.1% |