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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $149,557 |
PIAKER & LYONS1+ years Service code 10 · EIN 16-1152552 | Accounting | $10,250 |
FI360, INC. 401(K) PLAN1+ years Service code 27 · EIN 45-3596814 | Advisory (Plan) | $1,980 |
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 | $222,773 | $72,770+206.1% | $67,652+229.3% | $55,191+303.6% |
| Participation rate | 88.5% | 78.8%+9.7pp | 75.7%+12.9pp | 69.2%+19.4pp |
| Annual return | 0.44% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $876 | $1,769-50.5% | $2,266-61.3% | $1,899-53.9% |
| Participant deferral / active EE | $5,889 | $3,408+72.8% | $3,560+65.4% | $3,046+93.3% |
| Admin fee / account holder | $252 | $79+220.3% | $4,821-94.8% | $91+178.1% |