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 8-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 |
|---|---|---|
RKL LLP2 years Filed as: RKL WEALTH MANAGEMENT LLC Service code 27 · EIN 23-3016440 | Advisory (Plan) | $8,616 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $6,525 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,748 | $76,000-80.6% | $154,107-90.4% | $64,186-77.0% |
| Participation rate | 71.4% | 70.4%+1.0pp | 83.0%-11.6pp | 69.6%+1.9pp |
| Annual return | 7.30% | 30.32%-23.0pp | 735.12%-727.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $651 | $3,351-80.6% | $5,298-87.7% | $2,381-72.7% |
| Participant deferral / active EE | $1,714 | $3,175-46.0% | $5,081-66.3% | $3,470-50.6% |
| Admin fee / account holder | $98 | $5,596-98.2% | $13,411-99.3% | $4,888-98.0% |