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 |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $75,625 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 11 · EIN 94-1347393 | Actuarial | $31,671 |
JANOVER LLC3+ years Service code 10 · EIN 11-3258497 | Accounting | $15,561 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $451,207-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 35.0%-35.0pp | 1.9%-1.9pp |
| Annual return | 4.69% | 23.90%-19.2pp | 8.77%-4.1pp | 23.90%-19.2pp |
| Employer contribution / active EE | $5,032 | $16,539-69.6% | $36,356-86.2% | $16,539-69.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $68-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $3,635-100.0% | $18,975-100.0% |