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.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $18,059 |
SAVASTA AND COMPANY, INC.6+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $8,100 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $161,673-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.7%-41.7pp | 1.7%-1.7pp |
| Annual return | 13.29% | 627.08%-613.8pp | 9.65%+3.6pp | 627.08%-613.8pp |
| Employer contribution / active EE | $844 | $18,824-95.5% | $27,458-96.9% | $18,824-95.5% |
| Participant deferral / active EE | $0 | $418-100.0% | $33-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $23,561-100.0% | $1,923-100.0% |