Filed December 27, 2018
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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,794 |
WISS & COMPANY, LLP6+ years Service code 10 · EIN 22-1732349 | Accounting | $32,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,324 | $79,519-20.4% | $95,952-34.0% | $73,409-13.7% |
| Participation rate | 92.5% | 81.2%+11.3pp | 77.1%+15.4pp | 72.2%+20.3pp |
| Annual return | 13.74% | 19.20%-5.5pp | 91.61%-77.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,870 | $2,048-8.7% | $2,541-26.4% | $2,234-16.3% |
| Participant deferral / active EE | $5,446 | $4,138+31.6% | $4,167+30.7% | $3,805+43.1% |
| Admin fee / account holder | $104 | $184-43.4% | $6,795-98.5% | $158-33.9% |