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 3-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 | $73,557 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG US LLP Service code 15 · EIN 34-6565596 | Recordkeeping | $60,000 |
SHEPARD SCHWARTZ & HARRIS LLP1+ years Filed as: SHEPARD KAPLAN LLC Service code 15 · EIN 83-0368447 | Recordkeeping | $28,338 |
BRYAN CAVE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 15 · EIN 62-0853448 | Recordkeeping | $10,488 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $86,699-100.0% | $73,307-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 74.9%-74.9pp | 83.2%-83.2pp |
| Annual return | 1.91% | 2.78%-0.9pp | 5.67%-3.8pp | 282.22%-280.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |