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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,216 |
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,520 | $185,342-52.2% | $111,297-20.5% | $86,799+2.0% |
| Participation rate | 96.6% | 81.0%+15.7pp | 77.3%+19.3pp | 72.3%+24.4pp |
| Annual return | 13.94% | 500.80%-486.9pp | 54.65%-40.7pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,191 | $2,246-2.5% | $2,731-19.8% | $2,405-8.9% |
| Participant deferral / active EE | $5,941 | $4,458+33.3% | $4,487+32.4% | $4,131+43.8% |
| Admin fee / account holder | $119 | $255-53.3% | $7,964-98.5% | $170-29.6% |