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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $93,522 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,292 |
WILLIAM VAUGHAN COMPANY1 year Service code 10 · EIN 34-1145015 | Accounting | $18,100 |
APPLE GROWTH PARTNERS5+ years Service code 34 · EIN 81-4504770 | Direct payment from the plan; Valuati... | $15,000 |
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 | $52,859 | $79,519-33.5% | $95,952-44.9% | $73,409-28.0% |
| Participation rate | 92.0% | 81.2%+10.9pp | 77.1%+15.0pp | 72.2%+19.9pp |
| Annual return | 196.07% | 19.20%+176.9pp | 91.61%+104.5pp | 59.29%+136.8pp |
| Employer contribution / active EE | $1,772 | $2,048-13.5% | $2,541-30.3% | $2,234-20.7% |
| Participant deferral / active EE | $2,544 | $4,138-38.5% | $4,167-39.0% | $3,805-33.2% |
| Admin fee / account holder | $152 | $184-17.3% | $6,795-97.8% | $158-3.4% |