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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,290 |
PARKE, GUPTILL & COMPANY, LLP1+ years Service code 10 · EIN 95-3378831 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,509 | $33,745-77.7% | $64,105-88.3% | $55,191-86.4% |
| Participation rate | 86.5% | 59.4%+27.1pp | 68.2%+18.3pp | 69.2%+17.3pp |
| Annual return | -3.28% | 4.95%-8.2pp | 791.24%-794.5pp | 10.78%-14.1pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,706 | $1,929-11.6% | $2,822-39.5% | $3,046-44.0% |
| Admin fee / account holder | $147 | $94+56.2% | $4,499-96.7% | $91+62.3% |