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 37 · EIN 04-2647786 | Loan Processing | $14,116 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 11-3793490 | Consulting | $9,024 |
SOBEL AND CO LLC CPA1+ years Filed as: SOBEL&CO Service code 10 · EIN 22-1430039 | Accounting | $8,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,341 | $27,330+43.9% | $67,711-41.9% | $55,191-28.7% |
| Participation rate | 85.2% | 47.5%+37.6pp | 67.5%+17.7pp | 69.2%+16.0pp |
| Annual return | -0.27% | 8.81%-9.1pp | 25.41%-25.7pp | 10.78%-11.0pp |
| Employer contribution / active EE | $2 | $855-99.7% | $2,559-99.9% | $1,899-99.9% |
| Participant deferral / active EE | $1,635 | $1,709-4.3% | $3,585-54.4% | $3,046-46.3% |
| Admin fee / account holder | $103 | $109-5.7% | $4,255-97.6% | $91+13.5% |