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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $39,712 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $14,545 |
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 | $42,746 | $43,999-2.8% | $79,464-46.2% | $55,725-23.3% |
| Participation rate | 84.0% | 66.9%+17.0pp | 73.3%+10.6pp | 70.9%+13.1pp |
| Annual return | -4.61% | 1.81%-6.4pp | 718.14%-722.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $7,508 | $1,830+310.4% | $2,800+168.1% | $2,078+261.3% |
| Participant deferral / active EE | $5,570 | $2,538+119.4% | $3,704+50.4% | $3,356+66.0% |
| Admin fee / account holder | $156 | $118+32.5% | $5,113-97.0% | $115+35.2% |