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 99 · EIN 47-1411118 | Other Fees | $48,730 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $17,702 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 99 · EIN 11-1000111 | Other Fees | $14,162 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,267 | $42,901+77.8% | $91,220-16.4% | $64,808+17.7% |
| Participation rate | 92.2% | 68.1%+24.0pp | 73.2%+19.0pp | 71.5%+20.7pp |
| Annual return | -15.93% | -13.53%-2.4pp | 114.01%-129.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,976 | $1,571+89.5% | $2,850+4.4% | $2,506+18.8% |
| Participant deferral / active EE | $5,169 | $3,501+47.6% | $4,234+22.1% | $4,310+19.9% |
| Admin fee / account holder | $42 | $131-67.9% | $5,420-99.2% | $188-77.6% |