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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,624 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,148 | $137,414+0.5% | $189,513-27.1% | $85,850+60.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 28.14% | 38.14%-10.0pp | 555.15%-527.0pp | 318.53%-290.4pp |
| Employer contribution / active EE | $7,727 | $4,344+77.9% | $6,162+25.4% | $2,565+201.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $216 | $8,630-97.5% | $12,045-98.2% | $6,260-96.5% |