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.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 1525 WEST WT HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $35,186 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE PRAIRIE GROUP Service code 16 140 SOUTH DEARBORN ST 300 · CHICAGO, IL 60603 | Consulting | $24,000 |
MACALA & PIATT, LLC3+ years Service code 29 · EIN 34-1933033 601 S MAIN ST · NORTH CANTON, OH 44720 | Legal | $19,941 |
YURCHYK & DAVIS CPA'S, INC.3+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $18,700 |
Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $14,050 |
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 | $7,996 | $56,443-85.8% | $83,848-90.5% | $55,725-85.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 6.24% | 393.67%-387.4pp | 850.88%-844.6pp | 244.93%-238.7pp |
| Employer contribution / active EE | $665 | $2,682-75.2% | $3,631-81.7% | $2,078-68.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $291 | $156+86.0% | $5,478-94.7% | $115+152.3% |