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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $61,063 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 54-0910269 | Advisory (Plan) | $47,781 |
SQUAR MILNER LLP1 year Service code 10 · EIN 33-0835986 | Accounting | $9,785 |
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 | $36,343 | $155,795-76.7% | $136,294-73.3% | $69,631-47.8% |
| Participation rate | 91.1% | 75.2%+15.8pp | 81.9%+9.1pp | 70.7%+20.4pp |
| Annual return | 24.54% | 232464.33%-232439.8pp | 5155.94%-5131.4pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $816 | $2,991-72.7% | $4,695-82.6% | $2,032-59.9% |
| Participant deferral / active EE | $5,127 | $5,394-5.0% | $6,247-17.9% | $3,224+59.0% |
| Admin fee / account holder | $117 | $128-8.7% | $9,243-98.7% | $110+6.0% |