Filed September 12, 2024
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $141,939 |
CAP FINANCIAL PARTNERS, LLC2+ years Filed as: CAP TRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,036 |
EISNERAMPER LLP1+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $16,264 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER KAPLAN ARASE, LLP Service code 10 · EIN 95-2036255 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,482 | $38,032-43.5% | $87,507-75.5% | $329,111-93.5% |
| Participation rate | 18.8% | 43.3%-24.5pp | 73.8%-55.1pp | 67.9%-49.1pp |
| Annual return | 9.84% | 7.09%+2.7pp | 12.21%-2.4pp | 16.35%-6.5pp |
| Employer contribution / active EE | $239 | $677-64.6% | $2,550-90.6% | $2,303-89.6% |
| Participant deferral / active EE | $534 | $1,260-57.6% | $3,149-83.0% | $3,682-85.5% |
| Admin fee / account holder | $90 | $50+81.2% | $4,221-97.9% | $754-88.0% |