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.7+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $21,531 |
SAVASTA AND COMPANY, INC.7+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $8,100 |
Service code 10 · EIN 22-3271252 | Accounting | $5,134 |
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 | $82,186-100.0% | $161,924-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 34.6%-34.6pp | 3.6%-3.6pp |
| Annual return | 15.65% | 11.84%+3.8pp | 10.41%+5.2pp | 11.84%+3.8pp |
| Employer contribution / active EE | $791 | $17,339-95.4% | $31,248-97.5% | $17,339-95.4% |
| Participant deferral / active EE | $0 | $683-100.0% | $4-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1,130-100.0% | $409-100.0% |