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 9-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 | $18,051 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,659 |
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 | $79,349 | $81,474-2.6% | $133,956-40.8% | $73,488+8.0% |
| Participation rate | 97.1% | 76.4%+20.8pp | 79.8%+17.3pp | 70.7%+26.4pp |
| Annual return | 16.92% | 19.40%-2.5pp | 45.09%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,512 | $2,209+59.0% | $3,919-10.4% | $2,270+54.7% |
| Participant deferral / active EE | $8,716 | $3,786+130.2% | $5,048+72.7% | $3,740+133.1% |
| Admin fee / account holder | $125 | $713-82.5% | $8,927-98.6% | $513-75.7% |