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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $124,245 |
PIAKER & LYONS5+ years Service code 10 · EIN 16-1152552 | Accounting | $12,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,498 | $73,404+250.8% | $87,100+195.6% | $67,579+281.0% |
| Participation rate | 74.4% | 80.9%-6.5pp | 76.9%-2.5pp | 71.3%+3.1pp |
| Annual return | 18.45% | 48.29%-29.8pp | 28.19%-9.7pp | 378.56%-360.1pp |
| Employer contribution / active EE | $907 | $2,014-54.9% | $2,521-64.0% | $2,148-57.8% |
| Participant deferral / active EE | $6,015 | $3,913+53.7% | $4,049+48.6% | $3,539+69.9% |
| Admin fee / account holder | $239 | $142+68.8% | $7,497-96.8% | $142+67.9% |